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PO0MS,  RECORDS 

AND  rail^ORTS  IN  PERSONNEL 

ADMINISTRATION 


EDITED  BY 

C,  N,  HITCHCOCK 


THE  UNIVERSITY  OF  CHICAGO  PRESS 
CHICAGO,  ILLINOIS 

Copyright  ig22  by  The  Umversity  of  Chicago 


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FORMS,  RECORDS     .  n-;; 
AND  REPORTS  IN  PERSONNEL 

ADMINISTRATION 


EDITED  BY 

C.  N.  HITCHCOCK 


THE  UNIVERSITY  OF  CHICAGO  PRESS 
CHICAGO,  ILLINOIS 

Copyright  ig22  by  The  University  of  Chicago 


INTRODUCTORY  NOTE 

The  purposes  of  this  collection  of  forms  and  records  are  two: 
to  suggest  the  type  of  data  in  the  field  of  industrial  relations  which  the 
management  of  a  business  should  have  at  its  disposal,  the  records 
necessary  for  its  collection  and  some  possible  methods  of  presenting  it 
for  administrative  use;  and,  quite  incidentally,  to  illustrate  the 
normal  daily  routine  procedure  of  a  personnel  department. 

For  the  university  student  of  administration,  the  first  is  much 
the  more  important  of  the  two.  The  main  purpose  of  records  and 
reports  in  the  personnel  field  is — or  should  be — the  same  as  that  of 
any  other  kind  of  accoun'Kng  or  statistical  work  in  industry:  namely, 
to  give  the  management  in  the  most  convenient  and  suggestive  form 
the  kind  of  information  which  will  best  enable  it  to  determine  policies 
wisely  and  to  administer  them  effectively.  To  state  the  same  thing 
in  other  words,  personnel  records  should  be  designed  in  such  a  way 
as  to  assist  the  management  in  establishing,  revising,  and  enforcing 
proper  standards,  and  the  number  and  character  of  records  and 
reports  necessary  in  any  given  case  will  depend  on  the  quantity  and 
nature  of  the  information  which  the  management  n.eeds  to  have. 

This  means,  of  course,  that  the  best  system  of  records  and  reports 
for  one  business  will  vary  in  detail — ^perhaps  in  many  details — from 
the  best  system  for  another  business.  All  that  can  be  accomplished 
by  a  collection  like  the  present  one,  drawn  as  it  is  from  many  estab- 
lishments of  widely  different  character,  is  to  suggest  some  of  the  many 
kinds  of  information  which  some  corporations  have  found  necessary 
and  various  possible  ways  of  presenting  it  effectively.  The  student 
is  advised,  however,  to  study  the  forms  with  an  eye  constantly  on  the 
chart  on  pages  12  and  13,  suggesting  a  possible  statistical  scheme  for 
a  personnel  organization,  and  to  be  asking  himself  continually  why 
details  called  for  on  the  routine  forms  are  needed  and  how  they  may 
affect  policy  determination  and  administration. 

There  should  be  little  difficulty  in  following  the  sequence  of  the 
forms  illustrating  routine  procedure.  No  effort  has  been  made  to 
cover  every  conceivable  requirement,  but  the  selection  is  beheved  to 
be  sufficiently  inclusive  to  enable  the  student  to  work  out  for  himself 


500i09 


A  ^  J  •;  filthy 'character  o^  omitted  forms.     In  some  cases  overlapping  is  in- 

' '  '  V6lv(^d  through  the  insertion  of  two  or  three  forms  covering  the  same 

operation  but  illustrating  some  variation  in  procedure.  Where  it 
has  seemed  necessary  a  brief  explanatory  footnote  or  cross-reference 
has  been  added.  Particular  attention  should  be  given  to  the  intro- 
ductory notes  to  Sections  IV  and  VII  and  to  the  questions  at  the 
end  of  each  main  section. 

Acknowledgment  is  due  to  the  following  for  permission  to  repro- 
duce forms: 

The  International  Harvester  Co.,  E.  I.  Du  Pont  de  Nemours  &  Co., 
Inc.,  the  Hood  Rubber  Co.,  the  Westinghouse  Electric  and  Mfg.  Co., 
the  American  Rolling  Mill  Co.,  the  Eastman  Kodak  Co.,  the  Forbes 
Lithograph  Co.,  the  Willys-Overland  Co.,  the  Thos.  A.  Edison  Inter- 
ests, the  Plimpton  Press,  the  MetropoHtan  Life  Insurance  Co.,  the 
Cincinnati  Milling  Machine  Co.,  the  Dennison  Mfg.  Co.,  the  Federal 
Reserve  Bank  of  New  York,  the  Illinois  Steel  Co.,  the  Amoskeag 
Mfg.  Co.,  the  Fisk  Rubber  Co.,  the  Norton  Co.,  the  W.  H.  McElwain 
Co.,  the  Franklin  Automobile  Co.,  Sears,  Roebuck  and  Co.,  the 
Equitable  Life  Assurance  Society,  the  White  Motor  Co.,  the  McGraw- 
Hill  Book  Co.,  the  University  of  Wisconsin  Extension  Service,  the 
College  of  Technology,  Manchester,  England;  the  editors  of  Industrial 
Management. 


CONTENTS 

I.     FUNCTIONAL  ORGANIZATION   FOR   PERSONNEL 
ADMINISTRATION 

CHART  PAGE 

1.  Functions  OF  A  Personnel  Department:  One  View     .     .       lo 

2.  Another  View  of  Personnel  Department  Functions         Insert 

3.  Possible  Relations  between  Personnel  and  Production 
Departments .11 


4.  AU  Employment  Statistics  Chart 


11.     FORMS  AND  RECORDS  FOR  THE  EMPLOYMENT 
SECTION 

Routine  Procedure:  Hiring 

FORM 

la.  Requisition  Blank 14 

lb.  Anticipated  Requirements  Blank 15 

2.  Requirements  Schedule     .      .      .      ! 16 

3.  Schedule  of  Authorized  Rates 16 

4a.  Job  Specification  Card — Factory  Work^  -j^ 

^  J, 

A      r     ^-      r>i     1  /Obverse 19 

Sa.  Application  Blanks  ^ 

5^.  Another  Form  of  Application  Blanks -n 

6a.  Interviewer's  Report  on  AppHcant    . 22 

6b.  Reference  to  Physical  Examiner 22 

7.  Notice  of  Engagement 23 

8.  Temporary  Pass .  23 

9.  Workman's  Introduction  to  Department  Head  or  Foreman  .  24 

10.  Application  for  Permanent  Identification  Badge    ....        25 

11.  Notice  to  Time-Keeper  of  Engagement 25 

12.  Notice  to  Accounting  Room 25 

s 


B.  Routine   Procedure:    Adjustment   (Transfer  and   Change 
or  Rate) 

/.     Transfer 

FORM  PAGE 

13a.  Recommendation  for  Transfer  Out  of  Section — Used  in  a 

Commercial  Business 26 

13&.  Recommendation  for  Change  in  Position  Within  Section — 

Used  in  a  Commercial  Business 26 

13c.  Request  to  Transfer — Used  in  an  Industrial  Plant       ...  27 

14.  Transfer  Notice 27 

15.  Notice  to  Foreman  of  Transfer 28 

//.     Change  of  Rate 

16.  Request  for  Rate  Change 28 

17.  Summary  of  Rate  Change  Recommendations 29 

18.  Notice  to  Employee  of  Rate  Increase 29 

19.  'Summary   Record   of   Salary   Change  Recommendations — 

Used  in  a  Commercial  Business' 30 

C.  Routine  Procedure:  Separation 

20.  Notice  of  Reference  to  Employment  Office  of  Misfit  Employee    31 

2  Id.  Foreman's  Report  on  Exit 32 

2ih.  Leaving  Notice — Used  in  a  Commercial  Business  ....       t^t, 

22.  Discontinuance   Recommendation — Used    in   a    Commercial 
Business 34 

23.  Clearance  Notice  to  Paymaster 35 

24.  Cashier's  Final  Pay  Receipt 35 

25.  Summary  Record  of  Leaving  Notices 35 

D.  Follow-up:  Rating 

26.  Quarterly  Rating  Form ^6 

27a.  Rating  Scale  for  Routine  Employment 37 

276.  Rating  Report:  Routine  Employment 38 

28a.  Summary  Efficiency  Report 39 

286.  Rating  Record  for  Salesman 39 

28c.  Rating  Scale  for  Foremen 40 

E.  Current  Records:  Individual  Employee 

c      •      -D         , /Obverse 42 

29.    Service  Records ,-. 
^  [Reverse 43 

30a.  Folder  Form  of  Service  Record 44 

30&.  Service  Card  Used  in  Form  3oas  -^  ^ 

31.   Another  Type  of  Service  Records  p  ^ 

« 
6 


FORM  PAGE 

_             ,   ^         ,  [Obverse *.  47 

32.    Foreman  s  Record  I ^^^^^^^ ^^ 

S3.   Mechanical  Computation  Card,  Used  for  Assembling  Employ- 
ment Data  by  Machine 48 

F.  Attendance:  Procedure  and  Summary  Records 

34.  Individual  Time  Card 49 

35.  Late  Slip 49 

36.  Summary  Absentee  List 50 

37.  Summary  Attendance  Report .  51 

38.  Attendance  Report  by  Departments  and  Nationalities     .      .  52 

39.  Another  Type  of  Summary — Used  by  a  Bank 53 

40.  Absentee  Summary — Used  by  an  Industrial  Plant        •      •      •  53 

41.  Follow-up  Report  on  Absences  < -n 

42.  Warning  and  Follow-up  Notice  on  Absences^               ...  5 

G.  Employment  Changes:  Summary  Records  and  Reports 

43.  Daily  Summary  of  Emplo5anent  Changes 57 

44.  Daily  Labor  Report 58 

45.  Summary  of  Changes  on  Different  Classes  of  Work    ...  59 

46.  Daily  Turnover  Record 60 

Questions  on  Section  II 61 

III.     FORMS    AND    RECORDS    FOR    THE    TRAINING 
SECTION 

47.  Application  Blank 63 

48.  Weight  Chart  for  Selection '63 

49.  Apprentice  Record  Made  Out  by  Foreman 64 

50.  Apprentice  Classroom  Report 64 

51.  Form  Used  for  Obtaining  Information  about  AppHcant  by 
Mail 65 

'Page  I 66 

Page  2 67 

Questions  on  Section  III 68 


52.    Complete  Individual  Record 


IV.     FORMS  AND  RECORDS  FOR  THE  HEALTH  AND 

,    ^^  SAFETY  SECTION 

A.  Health 

53.  A  Simple  Type  of  Physical  Examination  Records  tj 

54.  A  Card  Showing  Procedure  in  Checking  Up  on  Report  of 
Absence  Due  to  Illness 71 

55.  Notice  from  Hospital  to  Foreman  of  Employee's  Ability  to 
Work 71 


FORH  PAGE 

56.  Hospital  Record  of  Diagnosis  and  Treatment 72 

57.  Dental  Office  Summary 72 

58.  Form  for  Visiting  Nurse's  Report  on  Sick  or  Injured  Employee  73 

B.  Safety 

59.  Record  of  Safety  Meeting 74 

60.  Notice  of  Warning  to  Employee  of  Safety  Rule  Violation      .  74 

^              ,    »     . ,        T^           f Obverse jk 

01.    Foreman  s  Accident  Report  <-r, 

(^Reverse 75 

62.  Physician's  Accident  Report 76 

63.  Accident  Report  and  Time  Bill  to  Be  Filled  Out  By  Foreman  77 

64.  Form  Showing  Information  Called  for  by  Workmen's  Com- 
pensation Act 78 

65.  Complete  Individual  Record  of  Illness  or  Accident     ...  79 

66.  Another  Form  of  Accident  Record  (Individual)  <^ 

67.  Departmental  Accident  Record 82 

68.  Loss  of  Time  Accident  Record 8^ 

C.  Summary  Records:  Health  and  Safety 

69.  Weekly  Hospital  Report 84 

70.  Another  Form  of  Summary  Report 85 

Questions  on  Section  IV 86 

V.     FORMS  AND  RECORDS  AT  THE  DISPOSAL  OF  THE 
RESEARCH  AND  PLANNING  SECTION 

Introductory  Note     . 87 

A.  Time  and  Motion  Study 

71.  Request  for  Job  Surveys  ^ 

'            ^               •'                -^  (^Reverse 90 

72.  "Over-all"  Time  Study  Sheet 91 

73.  A  Production  Study  Observation  Sheet 92 

74.  Follow-up  of  Time-Study:  a  Fall-Down  Card 94 

B.  Production  Routing  and  Cost  Compilation 

75.  Standing  Order  Card 94 

^     ^             .      ^     ,  [Obverse 95 

76.  Instruction  Card  <-D 

'                                    [Reverse 95 

77.  Master  Route  Card — Time  Ticket 96 

78.  Notice  to  Time-Keeper 96 

79.  Job  Ticket 97 

80.  Interworks  Report  of  Costs 97 

81.  Workman's  Weekly  Summary  Report 98 

82.  Weekly  Collation  Report 99 

83.  Graphical  Weekly  Wage  Record 100 


FORM  '  '    ^  '  ^     ■    .        Pa6e 

C.  Individual  Production  Records 

84.  Individual  Production  Record 10 1 

85.  Another  Individual  Production  Record  \^ 

^  [Reverse    ....     102 

D.  Occupational  Rating  and  Wage  Standardization 

86.  Job  Specifications  Card  Used  as  Basis  of  Occupational  Rating 

and  Wage  Determination <  ^ 

°  [Reverse 105 

87.  Departmental  Rate  Survey  and  Summary 106 

88.  Salary  Classification  Sheet — Used  in  a  Commercial  Business       107 
Questions  on  Section  V 108 

VI.    MISCELLANEOUS  FORMS— PROFIT-SHARING, 
INSURANCE,  AND  BENEFIT 

89.  A  Profit-Sharing  Contracts  TD 

^  °  [Reverse in 

90.  Report  to  Employee  of  Profits  Distributed 112 

91.  AppHcation    for    Membership    in    an    Employees'    Benefit 
Association 113 

92.  Notice  of  Workman's  DisabiHty  for  Relief  Department  .      .      114 

93.  Employee's  Statement  in  Connection  with  a  Group  Insurance 
Plan 114 


VII.     STATISTICAL  REPORTS  FOR  MANAGERIAL  USE 

Introductory  Note 115 

94.  Cumulative  Annual  Turnover  Record 118 

95.  A  Method  of  Presenting  Comparative  Turnover  Statistics     .  119 

96.  Labor  Report  Showing  Daily  Activities 120 

97.  A  Graphical  Presentation  of  the  Data  Shown  in  Form  96    .  122 

98.  An  Annual  Graphical  Summary  of  the  Same  Information      .  122 

99.  Follow-up  Report  of  Turnover  to  Head  of  Department  Con- 
cerned       123 

100.    Cost  Report  of  Service  Outlay 124 

loi.   A  Graphical  Record  of  the  Results  on  Lost  Time  of  a  Change 

of  Hours 125 

102.  A  Graphical  Record  of  Output  in  Different  Industries  as 
Affected  by  Hours  and  Fatigue 126 

103.  A  Graphical  Record  of  Hourly  Output  under  a  Twelve-Hour 
Shift  as  Compared  with  an  Eight-Hour  Shift 127 

Questions  on  Sections  VII  and  I 128 


FUNCTIONAL  ORGANIZATION  CHARTS  FOR 
PERSONNEL  ADMINISTRATION 


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II.    FORMS  AND  RECORDS  FOR  THE  EMPLOYMENT 
SECTION 

A.      ROUTINE   procedure:    HIRING 


REQUISITION  FOR  HELP 
Dfpt                                                                            Datf 

Employment  Dept. — Please  furnish  the  following  help  for  this  Depart- 
ment. 

When  wantfrl 

1 

Number 
Wanted 

For  Job  # 

(As  per  Job 

Analysis) 

Day  or 

Night 
Work 

Piece  Work  or 
Day  Work 

Day  Rate 
to  Start 

Remarks 

Date  filk 

»H 

(I 

"illed  in  by  Empl.  Dept.)                                    Foreman 

Form  la.    Requisition  Blank 


14 


ANTICIPATED  HELP  REQUIREMENTS 

PERSONNEL  DIVISION 

Date, 


Thli  form  Is  to  tie  mide  out  In  triplicate.     Ilie  llle  copy  is  to  tie  retained  liy  die  oltloe  where  It  ortglnates.     Tlie  "Original"  Mil  "DeparliMnt"  copies  are 
to  be  forwarded  to  tli«  Head  ol  the  Wilmington  Oepaitment  ^>v  ■:  Jurisdiction  over  tlie  worli.     II  lie  appronei,  the  original  will  tie  forwarded  to  the  rersonnej  Division, 


UtrAKIMbWi      I    Representative  of  the  Department  Interested, 


This  Department  will  need  the  following  helpi 

When  required  (ch'ck  which)  Indmediafeiy.  In  30  days  In .....days.         As  soon^  as  obtainable, 

IViale  or  female  (d..*T.i:ll!) 


Number  required 


When  the  job  number  is  known  show  it  here  Will   Report  to.. 


Describe  the  type  of  individual(s)  wanted;  and  the  nature  of  the  work  that  is  to  be  performed: 


Location  of  work _ 

Salary  (Gl«e  «n  monthly  biiis  in  nrmt  ol  toul  piy  not  u  bate  uUry)      (Eipecl  to  poy)  $ (MwUnuni  Pualbic)  $.. 

Remarks:  — 


Signed.., * Department , 

Approved  by for  the Department     Date.. 


NOTE:— Request  but  one  kind  of  help  en  a  blank. 

Iny  number  of  a  single  kind  may  be  requested  on  a  single  blank. 

This  blank  U  to  b*  uoed  only  for  notifying  the  Poraonnal  DIvlolon  of  antlelpatod  holp  roqulroments,  and  ohould  ba  forwarded. 
a>  advload  above  In  a  oaaled  envelope,  well  In  advance  of  the  time  when  the  help  will  be  needed.  When  the  reaueM  i«  for 
help  that  lo  difficult  to  obtain  and  the  request  is  Indefinite  In  time  so  state  under  rrmarhs. 


OVER) 


Form  ib.    Anticipated  Requirements  Blank 
(Procedure  noted  on  form.) 


IS 


Wanted  Schedule                              191 

Foreman 

No. 

Work 

Rate 

Supplied 

Foreman 

No. 

Work 

Rate 

Supplied 

MIXING 

PACKING 

Kriensen 

Rowland 

Stewart 

SucU 

D     Sullivan 

RECLAIM'G 

F.  Sullivnn 

Flora 

H.  H.  Shirley 

Morrison 

HAW  MTL- 

; 

Rose 

Clinse 

Weaver 

Tolman 

CALENDER 

Calvin 

Snowman 

Lyons 

Riley 

CEMENT 

LACKERS 

Bowles 

Rich 

MerriU 

CLOTH 

BriKliam 

SHIPPING 

^^^ 

IIEEI -"'            1 

L 

— — ^"^"^                          ^^— -J 

"^^«^ 

'-^^ 

Form  2.    Requirements  Schedule 


AUTHORIZED     RATES 

. Shop                                                                                       Dept. 

Wnrlr.                                                                                                                 ,q 

Check  Number  Series                              Tn                                   &'"?'"%" au''?b "ir  T-aT 'l'' """'''''''''' 

NAME  OF  JOB 

REPORT  TO 

TurD 

Si; 

Mrmal 
da> 

days 
week 

Author- 
ized 

Actual 
per 

Earninjs 
dar 

Earnints 

Bonus 
reler- 

lob 
retcreoce 

£4 
brs 

Turn 

Form  3.     Schedule  of  Authorized  Rates 


16 


JOB  SPECIFICATION  FOR  WORKS  EMPLOYES 

Occupation                           

No.  ... 

Class 

Job  No. 

Dept.                           

.Division  .. 

Section 

THE  WORKER:- 

Age  Limits                       

Minim 

urn  Weight 

QiVlan                     QSpeak  English 

DStrong 

DAccuracy 

DUseJigs 

QWoman                 QRead  English 

DQuicK 

QThoro'jgh 

QGauges 

QTall                       DWrite  English    . 

QDeliberato 

QGood  Memory 

QTemplates 

nMedium                QSth  Grade 

DPatient 

QRead  Scale 

QMicrometer 

nColored                 QSth  Grade 

DObservant 

DSet  Up  Work 

QPrints 

Tools  Operative  Should  Own 

How  Taught. 

Promote  FroTi 

To 

Form  4a.    Job  Specification  Card — Factory  Work — Obverse 


THE  WORK:— 

DHcaviJ                   DStanding                   DHot 
DLight                     DSitting                       DCold 
DClose                      DStobping                    QWet 
DRough                   DReaching                  QDirty 
DHand  Lift              DRepetition                 DDusty 
DCrane  Lift             D                                 D 

Approximate  number  engaged  in  this  work:    Men 

QFumes 

QOils 

DAcids 

DHard  for  Hands 

DEye  Strain 

D 

Women 

DDay  Work 
DPremium 
DPiece  Work 
DStandard  Time 
DGroup 
DTask 

Form  4a.    Reverse 


17 


JOB  SPECIFICATION  FOR  OFFICE  EMPLOYEES 

Job  No 

Dept 

Division 

Section 

.     .       No 

Class 

The  Worker:— 

Age  Limits... 

□  Man 

□  Grade 

□  English 

□  Accuracy 

□  Memory 

□  Woman 

□  High  School 

□  Mathematics 

□  Alertness 

□  Initiative 

□  Tall 

□  Commercial 

□  Stenography 

□  Analytical 

□  Observation 

□  Medium 

□Technical 

□Typing 

□  Concentration 

□  Speed 

□  Short 

D 

□Writing 

□  Deliberate 

□  Systematic 

D 

D 

D 

□  Executive 

□Tact 

Experience  (time) 
Remarks — - 

HowTaunht                        1 

Form  46.    Job  Specification  for  Office  Employee — Obverse 


THE  WORK:- 

Hours , to Sat 

AoDfoxifiiato  Nurhber  on  This  Work^Men 

..to 

Women 

□Check 
□  Hourly 
□Salary 
D 

□A  Jding  Machine               QBlje  Prints 
□Co.-nptometsr                     nRoutins 
□  Dictaphone                        □Supervis33 
□Slide  Rule                        QRegular  O/ertime 

□Sitting 
□Standing 
□Reaching 
□Walking 

Form  36.    Reverse 


18 


a    a 


•I  = 


<     Q 
Z     < 


J| 


z 


^    ^    <    s    ^ 


t3    I 


s   :5   13 


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B. 

>> 

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19 


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\ 


Name  of  applii 
Address 


Did  you  ever  work  for  this  Company?. 

Rate  of  pay  wanted 

Where  bom 


Date  of  birth . 
Married? 


-Birthplace  of  father  . 
-Birthplace  of  mother  _ 


Number  dependent  for  support  _ 


Did  you  go  to  grammar  school? 

College  or  Tech.: 

Name  of  last  school  attended 


_Did  you  graduate? 


What  course  did  you  take? 
What  trade? 


Where  learned?. 


Previous  employment     (Last  3  jobs) 

Firm 

Kind  of  Work 

From 

To 

Reasons  for  Leaving 

1 

References  (preferably  those  working  here.). 


•?     & 

s  « 


•§■  . 


/ 


r 


Form  $h.    Another  Form  of  Application  Blank — Obverse 


Draw  one  line  under  those  occupations  in 
which  the  applicant  has  worked. 

Draw  two  lines  under  those  in  which  he 
claims  to  be  expert. 

Also  state  number  of  years  experience  in 
each  occupation. 


Prnhahlp  Inifiativp 

%^fLl^'-' 

Manners 

General  Training 

Dress 

&1.??SS!oi," 

Features 

Experience 

Conversation 

S--"° 

Concentration 

r^'js?^'-'"' 

Ambition 

Energy 

I.  Accountant 

12-2.  Auto  Box 
Mach. 

42  3    Auto 

42-4.  Blacksmith 

5.  Blocker 

1.6.  Bookkeeper 

12-7.  C.&C.P.Feed. 

12-8.  C&C.  Press 

12-9.  C.aC.Cyl. 
Press 

1511).  Calender 
Mach. 

11.  Carpenter 

12.  Carton  Dept. 

13.  Chemisi 

23-14.  Coal  Passer 

15.  Coating  Mach. 

16  Compositor 

17.  Cutter 

26-18.  Die  Cutter 

19.  Die  Stamper 

20.  Draftsman 

21.  Electrician 

23^.  Elevator 

23.  Engineer 

24.  Engraver 

25.  Executive 

26.  FinishingDepl. 

23-27.  Fireman 

28  Foreman 

59-29.  Freight  Han 

13-30.  Ink  Maker 

31.  Janitor 

33-32   Job  Feeder 

33.  Job  Press 

33-34.  Kelley  Press 

11-35.  Laborer 

36.  Litho  Artist 

40-37.  Litho  Feeder 

40-38.  Lilho  Lumper 

40-39.  Lilho  Offset 
Press 

4Q.  Litho  Rotary 
Press 

40-41.  Lilho  Stone 
Press 

(2.  Machinist 

44.  Nurse 

56-45.  Packer 

11-46.  Painter 

5-47.  Photo  En- 

graver 

48.  Photographer 

49.  Planning  Dept. 

50.  Plumber 

50-51.  Plumber's 
Helper 

52.  Poster  Artist 

53.  Prover 

54.  Restaurant 

55.  Roller  Maker 

56.  Shipper 

50-57.  Steamfitter 

58.  Stenographer 

59.  Stores  Keeper 

(Composing) 

61.  Stone  Polisher 

Operator 

63.  Telephone 
Operator 

64.  Transferrer 


66.  TypeCyl  Press 
12-67.  Varnish  Mach. 

68.  Zinc  Elcher , 

69.  Zinc  Grainer 


72.  Farmer 
42-73.  Foundry  Man 
74.  Housework 


11-77.  Rigser 
78.  Rubber  Worker 
79.  Seafaring  Man 


81.  Shoe  Worker 

82.  Student 


S— If  expert  in  any  occupation  not  mentioned  write  it  here 


Form  56.    Reverse 


21 


INTERVIEWER'S    REPORT 


Dale. 


Foreman. 


Check. 


Was  the  wage  satisfactory? 

Was  the  work  satisfactory? 

Was  the  instruction  clear  ? 

Was  the  foreman,  inspectors  courteous?. 
Reason   for   leaving 


Interviewed  by. 


191 


Form  6a.    Interviewer's  Report  on  Applicant 


TO  MEDICAL  DEP'T".                                                          oatp 

PLEASE  EXAMINE  M                                                                                                                      SERIAL  No. 

NATIONALITY                                                                                                                             CHURCH 

AnDRESS 

JOB 

TO  EMPLOYMENT  DEP'T: 

BEARER   IS   RATED  AS  FOLLOWS:             height                    wtiCHT 

rr.        IN.                   LBS. 

SHOULD   RETURN    FOR   ANOTHER   EXAMINATION  ABOUT 

MEDICAL    DIP'T 

Form  6h.    Reference  to  Physical  Examiner 


ADVICE  OF  WORKMAN   SUPPLIED 

Date 


Mr. 
Mr. 


6ENEUL  FOIEKUK 


-has  been  engaged  as 


Occupation  No._ 


Occupation 
Has": 

Job  Anal\ 
Card  No 

sis                                        Index 

S.Time 

Pramium 

PcWork 

Task 

Day  Work 

Extra  for 
Night  Tn. 

Day  rate  effective  at  once;  other  rate  effective  when 

u 

employee  starts  on  contract  work,  which  should  not 
be   later  than 

Physical   Examination    Chiss 

Check  No Section. 


EMPLOYMENT  DEPARTMENT 


If  workman  fails  to  report  for  work,  return  this  slip  to  Employment  Department;  otherwise  it  Is  to  acci 
Division  if  for  cliec^  employee,  or  card  4486  to  the  Salary  Record  Division  if  for  a  salaried  or  hourly  pass  employee. 
1M(  form  to  Empkyncnt  DciortiwnL 


mnanv  Card  6400  to  the  Pay  I 
Aoceunang  Depoartimnt  to  re 


EMPLOYMENT  DEPARTMENT 

Please  issue  pass  to  bearer 

who  is  to  begin  work  in  Section 

„.. -Day  Turn     t^_. 

or  XT-  ui.  1'        uiiie 

Night  1  urn 


Form  7.    Notice  of  Engagement 
(Note  procedure  on  form.) 


Pass  to  Employment  Dept. 

M ^.... ...... 

has  been  employed  and  is  to  start  work 
At $JJ          Date 19. 

Emplojnnent  Dept. 

DEPT. 

APPLICANT'S  NUMBER 

ASSIGNMENT  CLERK 

Form  8.    Temporary  Pass 


23 


INTRODUCTION 


Introducino  individual  named  below  for  position  mentioned. 

If    applicant    is    satisfactory    insert    only    the    date    effective    and    return    to    Employment 
Service  Department  witt)  signature  of  Function  Head. 

If  applicant  is  not  satisfactory  shovy  reason,  sign  opposite  No.  1  and  return  to  Employment 
Service  Department  in  envelope  at  once. 

EMPLOYMENT  SERVICE  DEPARTMENT 


By- 


REJECTION   NOTICE.     APPLICANT  IS  NOT  SATISFACTORY. 


NOTICE  OF 


I  Engagement 
XR^::EnjBagemen^ 
I  Re-lnstatement 
I  Transfer 


ON  THE 


|Private^ayryU__ 
ii/l'n'f'g.  Payroll 


Ttios.  A.  Edison 

Interests 


Name 

No. 

ADDRESS 

s 

M 
H 

Date  Effective 

RATE 

PER 

Function 


EMPLOYMENT    SERVICE 
DEPARTMENT  NO. 


TRANSFERRED  TO 


AUTHORIZED  I 


EMPLOYMENT  SERVICE  DEPT. 


DIV.   MQR.,  DEPT.  MOR..   FOREMAN 


Form  9.    Workman's  Introduction  to  Department  Head  or  Foreman 


24 


REQUEST  FOR  IDENTIFICATION  BADGE 

Ejnployment  Dept. 

Please  issue  identificajtion  badge  to 


I    Nev 

□    Replacem 
of  old   ba^ 


Replacement 

dge  Signed. 


Employee 


Badge  Number 


Approved 


Issued . 


Date, 


Form  io.    Application  for  Permanent  Identification  Badge 


NEW  EMPLOYEE 

To 

The  following  applicant  will  enter  our  employ: 

Date 

Department                              Name 

Signed 

19 

Form  ii.    Notice  to  Time-Keeper  of  Engagement 


NAME 

DEPT. 

New  Employee,  hired  at 

cents  per  hour 
dollars  per  week 

Overtime  at 

after                             hours 

Raise  from 

cents  per  hour        x. 
doUari  per  week     ^0 

cents  per  hour 
dollars  per  week 

Beginning 

Remarks : 

Signed  by 

Ok'd  by 

Form  12.    Notice  to  Accounting  Room 


25 


B.      ROUTINE     procedure:       ADJUSTMENT      (TRANSFER     AND     CHANGE 

OF   rate) 

/.     Transfer 


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26 


Request  to  Transfer  D«te. 


Check 
_  No._ 


Dcpt. 
_No._ 


ID 

2  0 

'to 


Above  employee  requests  a  tran^ter  to  another  line  of  work  consistent  with  experience  indicated  on  b<-  ck 
of  this  ticket;  such  transfer  not  to  be  made  until  after  two  weeks,  subject  then  to  vacancies,  and  the 
furnishing  to  this  department  of  a  satisfactory  substitute. 
Employee  gives  three  days'  notice  of  quitHng 
See  pay-off  schedule 

Immediate  transfer  approved 


Quits  without  notice 
Pay  as  per  schedule 


Separate  from  this  dept. 


PAY  OFF  SCHEDULE 


Ibe'^'p 


If  blue  and 

white  copies  Employee  must 

reach  Transfer  stop  work — on  will  be  paid 

Office — o" 

Monday  Tuesday       2:30  P.M.  Wednesday 

Tuesday  Wednesday  2:30  P.M.  Thursday 

Wednesday  Thursday     2:30  P.M.  Friday 

Thursday  Saturday    12:00  N.  MondayP.M. 

Friday  Monday       2:30  P.M.  Tuesday 

Saturday  Monday       2:30  P.M.  TyesdayP.M. 


n  Reliable 

□  Efficient 

□  Leaving  City 

Q  Dissatisfied  with  Wage 

□  Dissatisfied  with  Working  Conditions 
[~~1  Reasons  by  Phone 


□  Non-Attendance 

□  Unreliable 
r~|     Inefficient 


r~l      Insubordinate 

□  "    Careless 

□  Destructive 


Form  13c.    Request  to  Transfer 
(Used  in  an  industrial  plant) 


TRANSFER    NOTICE 

TRANSFERS  TO  BE  REPORTED  TO  DEPARTMENT  TIMEKEEPER. 

/    EMPLOYMENT  DEPT. 

TIMEKEEPER    WILL    FILL    OUT     NOTICE,    EXCEPT     NEW    NUMBER, 

I     COST  DEPT. 

SENDING  FIVE  COPIES  TO  EMPLOYMENT  OFFICE  CLERK. 

/     PAY  ROLL  DEPT. 

EMPLOYMENT  OFFICE   CLERK    WILL  ASSIGN   NEW  NUMBERS 

]     PLANNING  DEPT. 

AND  SEND  COPIES  TO 

(    TIMEKEEPINQ  OFFICE. 

Old  Number                                    Dept. 

New  Number                                   Dept. 

Name 

Date 

Change  In  Rate  ?    Yes  or  No. 

Signed 

Form  14.    Transfer  Notice 
(Note  procedure  on  form.) 


27 


M 

Dept 

_ is  to 

be  transferred 

from 
on 

your  department  to  Dept 



Reas 

on  for  transfer 

EMPLOYMENT  DEPARTMENT 

Per 

Form  15.    Notice  to  Foreman  or  Transfer 


//.     Change  of  Rate 


Dept 

Request  for  Rate  Change 
Clock  No Date.. 

Time  Dept: — ^Please  ( 

[Change  Rate  c 
Occupation. 
Occupat-on. 

m 

Present 

Rate. - 

Requested 
Rate .- 

To  take  effect 

—  - 

"r 

0 

)ate  of  laf 
r  of  start 

No 

No 

t  change 
ing  rate 

Grade- 
Grade. 

Reason  for  reauest : 

,. - Foreman 

II 

Rate 

Date 

Occupation 

No. 

Grade 

Reason 

0. 
< 

1 

Record  Div. 
Date 

Div.  Supt. 
Date-. 

Works  Mgr. 
Date 

Dept.  Ind.  Relations 
Date 

Foreman:  Keep  White  Copy. 

Form  16.    Request  for  Rate  Change 

(Made  out  in  triplicate:  one  copy  to  timekeeper,  one  to  employment  office,  one 

retained  as  foreman's  record.) 


28 


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30 


c.    ROUTINE  procedure:  separatioj^ 


EMPLOYMENT    ;    DEPARTMENT 


Date. 

disposition 


Bearer:  : Check  N;o. 

Working  as ; in  the j... 

is  referred  to  you  for  disposition  because  of:  : 

i • }••• 


Would  you  r6-employ  in  your  department?. 


PLEASE  CHECK  OFF  THE  CHARACTERISTICS  YOU  MAY  HAVE  NOTICED. 


departmental  record 

CharaceristiCs 

Eiceptioul 

Above  ATcrage 

Areragt 

Below  Ayerage 

Poor 

Quality  of  work 

i 

Quantity  of  work 

Dependability 

: 

Judgment 

1 

Iniatative 

Willing  worker 

Safety  Attitude 

Promptness    : 

• 

ARMCO  Spirit 

Disposition          •                                                                                                             : 

What  qualities  interfere  with  his  progress?                                                              : 

Physical  condition 

/ 

y 


Please;  give   below,  any  additional   information   which   you  believp   may 
help  us  to  make  disposition  to  the  satisfaction  of  all  concernied 


Advise  re-employment  in  another  Dept ?..... Where ?j. 

Signed ^ .....>. 


FOLD  IN  ON  DOHED  LINES 


Form  20.    Notice  of  Reference  to  Employment  Office  of  Misfit  Employee 


31 


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34 


Cashier's  Final  Pay  Receipt- 


Cashier 

Please  Pay. 


.  Depi Week  Ending- 


Machine  pvu  ukI  Silk  *U  returned  0.  K. 


Employment  Record 


6  Days  Absence 


Sickness  or  Dealh  a 


DISCHARGED 


Suspended  Account 


Would  you  re-eniploy  in  your  Dept? 

Would  you  recommend  re-employment 


(Employment  Dept.  Copy) 


Form  24.     Cashier's  Final  Pay  Receipt 


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35 


D.    follow-up:  rating 


Machine  No. 

Type 

Size 

Class  of  Work 

REPORT  OF  WORKMAN  FOR  QUARTER  ENDING 

Please  Check  the  one  Classification  under  each  subject  which  in  your  opinion 
the  workman  should  have. 

SUBJECT 

SPEED 

Exceptionally  Rapid 

Very  Rapid 

Average  Speed 

Slow 

Very  Slow 

ACCURACY 

Exceplionally  Accurate 

Very  Accurate 

Average  Accuracy 

Inaccurate 

Careless 

NEATNESS  OF 
WORK  AND  MACHINE 

Excellent 

Very  Neat 

Untidy 

Very  Untidy 

KNOWLEDGE 
OF  THE  WORK 

AU-Afound  Mechanic 

All  Around  Man  in 
His  Department 

Zoo6  Knowledge  of 

all  jobs  u,  his  class 

ol  work 

Fair  Knowledge  ot  dl 
jobs  in  his  class  of  work 

Limited  Knowledge  of 
one  K.b  only 

ABILITY  TO  LEARN 

Exceptionally 
Quick  to  Learn 

Quick  lo  Learn 

Average 

Slow  to  Uam 

Dense 

INDUSTRIOUSNESS 

Exceptionally 
Industiiou. 

Very  Industrious 

Good  Average 
Worker 

Not  very  Industrious 

Lazy 

DEPENDABILITY 

Exceptionally 
Dependable 

Very  Dependable 

Average 

Irregular 

Undependable 

INITIATIVE 

o,  Ability  lo  ,o  .Se«l  wits  .  ,ob 
without  b.in,  told  ..«,  dct.il. 

-- 

Very  Good 

Avpage 

Poor 

Very  Poor 

INTEREST 

Enthusiastic 

Quite  Interested 

Average 

Lacks  Inleiest 

Disinterested 

CONFIDENCE 

Excellent 

Good 

Average 

Lacks  Confidence 

Very  Ttmid 

WILLINGNESS 
TO  CO-OPERATE 

Unusually 
WUIing 

Willing 

Ave,^^ 

UnwiUmg 

Obstinate 

BROAD-MINDEDNESS 

Unusally 
Broad-Minded 

Broad-Mioded 

Aversge 

Nuiow-Mmded 

Very  Narrow-Minded 

LEADERSHIP  ABILITY 

Natural  Leader 

Good  Leader 

Average 

PooiUader 

No  Leader  at  all 

CONDUCT 
IN  THE  SHOP 

Exceptionally  Good 

Very  Good 

WeU  Behaved 

Somewhat  Troublesome 

VeryTroublesome 

HABITS 

ExceHenl 

Ver>Good 

Average 

Bad 

Very  Bad 

Additional  Comment 

Sinned                                                                         Foreman:    OK                                                                  Gen.  Foreman 

Form  26.    Quarterly  Rating  Form 


36 


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38 


EMPLOYEES   EFFICIENCY   REPORT 


Head  of. 


-Dept. 


Please  list  and  rate  the  employees  in  your  department  according  to  the  headings  listed  below. 
Give  particular  attention  to  the  maximum  value  of  each  heading.  Return  to  the  office  of  the 
chief  clerk  no  later  than  — .. .19 


The  ratings  above  are  accurate  to  the  best  of  my  knowledge  and  belief  and  are  given  without 
personal  prejudice  or  bias  on  my  part. 


Form  28a.    Summary  Efficiency  Report 


SALESMAN'S  RATING  RECORD 
Date 
(fame                                                                                                            Employed                                       District 

Date 

Number 

in 
District 

Average 
District 
Rating 

M.n'9 
Rating 

Class 

Rankin 
District 
tlaling 

Ranliin 
District 
Sales 

Mental  Test 

Action 

Date 

Score 

Rating 

NOTE:  For  details  see  District  Manager's  Rating  Report.    For  summary  see  Summary  Card  and 
Analysis  of  Ratings  Sheet. 

Form  286.    Salesman's  Rating  Record 


39 


RATING  SCA 
INSTRUCTIONS 


WHAT  IS  THE  RATING  SCALE? 

1.  The  Ratinsr  Scale  is  a  practical  method  of  gauRinpr  a  foreman's  capacity  and  fitness  for  pron: 
tion  quickly,  accurately  and  with  uniformity  and  justice. 

2.  The  rating  scale  itself  is  a  numerical  expression  of  the  degree  in  which  a  foreman  possesses  t 
industrial  qualifications  deemed  most  essential;  such  as  Trade  Ability,  Ability  to  Plan  and  Supervi 
Ability  to  Handle  Men,  Ability  to  Teach,  and  General  Value  to  the  Company. 

3.  The  degree  to  which  a  foreman  meets  these  qualifications  is  determined  by  a  man-to-man  co 
parison  with  other  foremen. 

4.  Because  the  Rating  Scale  calls  attention  separately  to  each  of  the  several  essential  qualificatic 
for  a  foreman,  it  lessens  the  danger  that  judgments  may  be  based  on  minor  defects,  with  disregard 
important  virtues. 

5.  It  takes  about  twenty  minutes  to  make  a  working  scale  and  sixty  seconds  to  make  a  rating. 

6.  All  ratings  are  confidential.  Department  heads  will  discuss  a  foreman's  rating  with  him  on 
request. 

HOW  TO  MAKE  THE  SCALE. 

1.  Write  on  a  slip  of  paper  the  names  of  about  a  dozen  foremen  you  know  well. 

2.  If  you  do  not  have  enough  foremen  in  your  own  department  to  make  a  full  list,  use  the  nan 
of  assistant  foremen,  department  heads,  or  foremen  in  other  departments. 

3.  Include  all  grades  of  ability  from  the  highest  to  the  lowest. 

4.  This  list  helps  you  to  remember  the  names  to  be  used  in  making  the  scale. 

5.  Disregard   every   characteristic   of   each   of   the    foremen    except    TRADE    ABILITY.    Select    fr 
your    list    the "  foreman    who    stajids    highest    in    TRADE    ABILITY    (disregarding    all    other    qualiti* 
Write  his  name  or  initials  on  the  line  marked  Highest.    On  the  line  marked  lowest  put  the  name  of 
foreman  who  is  poorest   in  this  respect.     Put  the  middle  or  average   foreman  on   the   third  line  and 
foremen  who  rank  half  way  between   the  middle  and  the  extremes  on   the  other  two  limes.     If  you   h 
two  men  in  mind,  equally  good,  put  down  either  one. 

6.  Proceed  similarly  in  constructing  scales  for  the  other  four  qualities. 

7.  Do  not  use  the  same  set  of  foremen  for  all  qualities.    Try  to  use  at  least  ten  foremen. 

8.  The  names  for  the  highest  and  lowest  on  each  section  of  the  scale  must  represent  extreme  ca 
the  best   and  poorest   you   have   ^ver  known.    The   name   for   the   Middle    should   be    that   of   an    aver 
foreman,  half  way  between  the  extremes.    High  and  Low   should  be  half  way   between   the   Middle 
the  extremes. 

9.  Each  foreman  whose  name  appears  on  the  scale  should  be  one  who  shows  clearly  and  distim 
the  qualification  and  the  degree  of  the  qualification  for  which  he  has  been  chosen. 

10.  If  you  find  difficulty  in  comparing  the  foremen  being  rated  with  any  particular  foreman  on  y 
scale,  substitute  the  name  of  some  other  who  will  make  the  comparison  easier.  In  this  way  wit 
little  experience  the  scale  can  be  used  easily,  rapidly  and  confidently. 

11.  In  order  to  understand  these  instructions  quickly  and  easily  make  up  a  trial  scale.  This  t 
scale  bears  the  same  relf\tion  to  the  finished  scale  that  a  first  crude  sketch  bears  to  a  finished  draw 
After  a  few  substitutions  of  names,  the  trial  scale  becomes  a  satisfactory  scale. 

12.  If  you  are  using  the  scale  for  the  first  time,  make  a  few  experimental  ratings  before  actu 
rating  one  of  your  foremen. 

HOW  TO  USE  THE  SCALE. 

1.  Rate  your  foreman  for  TRADE  ABILITY  first.  Consider  kind  and  amount  of  trade  (or  dcp 
ment)  experience;  knowledge  of,  and  resourcefulness  in  using  machines,  tools,  materi.Tls,  and  ti 
methods.  Compare  the  foremen  you  are  rating  with  each  of  the  five  foremen  in  Section  1  of  the  Ra 
Scale  and  give  him  the  number  of  points  following  the  name  of  the   foreman  he  most  nearly  equals 

2.  If  he  is  a  little  higher  or  a  little  lower  than  the  nearest  foreman  on  the  scale, -adjust  his  nun 
accordingly.  For  example,  if  a  foreman,  in  TRADE  ABILITY,  seems  to  fall  just  below  the  Mij 
point  but  above  Low  give  him  7  or  8. 

3.  Rate  the  foreman  in  a  corresponding  manner  for  each  of  the  other  four  essential  qualificatior 

4.  Make  a  man-to-man  comparison  of  the  foreman  you  are  rating  with  the  foremen  whose  na 
appear  on  your  scale. 

5.  When  rating  several  foremen,  rate  all  of  them  on  each  qualification  before  adding  the  total 
any  one  foreman. 

6.  The  total  rating  for  a  foreman  is  the  sum  of  the  ratings  you  give  him  in  the  five  separate  q 
ities.  If  directions  are  followed  carefully  the  average  of  any  considerable  group  of  foremen  rate 
about  sixty  points. 


40 


Form  28c.     R 


FOREMEN. 
*                              RATING  SCALE 

Highest    

, 15 

iADE  ABILITY. 

High    

12 

Consider  kind  and  amount  of  trade  (or  department) 
experience;    knowledge    of,    and    resourcefulness    in 

Middle    

, 9 

using    machines,    tools,    materials,    and    trade    meth- 
ods. 

Low  

5 

Lowest   

3 

Highest    

25 

BILITY  TO  PLAN  AND  SUPERVISE. 

Consider  ability  to  maintain  standard  quality  work; 
to  place   help   where  they  can  do   the  best  work;   to 

High    

20 

Middle    

J 15 

ready  to  get  out  orders  on  schedule  time  with  min- 
imum production  costs,   and   to   keep  a   steady   flow 

Low    

, 10 

of  work  through  the  department. 

Lowest    

5 

Highest    

IS 

VBILITY  TO  HANDLE  MEN. 

High    

12 

Consider     initiative,     decisiveness,     resourcefulness, 
energy,   self-control;   and   ability   to  deal   fairly  with 
his  help;   to  earn   their   respect,  good-will   and  con- 
fidence;   to    maintain    just    discipline    and    a    stable 

working  force. 

Middle    

Low  

Lowest  . . .' 

1 

wBILITY  TO  TEACH. 

Consider  his  ability  to  explain  his  work  clearly  and 
thoroughly    to    a    beginner,    to    gain    the    beginner's 
confidence    and    make    him    interested    in    the    work; 
his  success  in  developing  all-around  men,  bettering 
men   of  lower  grades,   and   increasing  generally    the 
knowledge  and  skill  of  the  help  under  him. 

Highest    

High    

Middle    

9 

Low  

6 

Lowest    

1 

Highest    

,..30 

ENERAL  VALUE  TO  COMPANY. 

Consider  his  years  of  service,  his  loyalty,  his  ability 
to   understand   and   carry    out    the    Company's    poli- 
cies;   orderliness    of    his    department;    his    readiness 
and    ability    to    co-operate    with    other    departments 
and  the  management  in  giving  new  ideas  and  meth- 
ods a  fair  trial. 

High    

24 

Middle    

18 

Low    

a 

1 

R  Foremen 

41 

E.      CURRENT  RECORDS:    INDIVIDUAL  EMPLOYEE 


II 

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III 

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Note.— In  many  cases  the  application  blank  is  so  designed  as  to  serve  at 
once  as  a  permanent  service  record,  and  as  a  folder  for  filing  additional  data 
regarding  the  employee,  such  as  physical  examination  results,  rate  card,  etc. 


42 


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43 


PREVIOUS  EMPLOYERS 


In  shop  or  faaoty  I 


NEXT  LAST 


In  shop  or  factory 


HOW  LONG  EMPLOYED 

19 1  From ,  »9. 


CAUSE  OF  LEAVING 


Anf  ph)rsicardefcco? 


Additional  Information  Regarding  Applicant. 


MEMO  FOR  PUT-ON  SUP 


Hired  to  start. 

192               u 

A.M. 
P  M 

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BuicRatc 

m= 

1  I  2   3   4   5   6  1       8  I  9   10  |  11  |  12  |  13  '  14  15  16  17  |  18  19  20  21  |  22  |  23  24  2S 


Front . 
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Birthplace.... 

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Bcxrd  or  Live  at  Home 


Qock  No. 


No, 


EDUCATION 

Grammat 

High..... 

CoUege  


AMERICANIZATION 

Years  in  U.  S.  A. .,. 

Rjit  Papers 

At 192.... 


At 


192. 


Form  30a.    Folder  Form  of  Service  Record 
(Form  30&  and  additional  cards  may  be  inclosed  in  this  folder  for  filing.) 


44 


C 

EMPLOYMENT    RECORD 

-DISCHARGED                        E-LAIDOFF              REGISTER   NO 

B     TRANSFERRED                                      D-QUIT 

F— RE-INSTATED                                                                                       ] 

DATE 

SHOP    OR 
DEPT 

CLOCK 
No. 

RATE 

FOREMAN   OR 
DEPT.   HEAD 

OPERATION  OR   DUTIES 

RATE  CHANGE! 

DATE     1     RATE 

FINAL.    RECORD 
OUIt    ACCOUNT                DrSCHARGED    ACCOUNT             ABILITY 

DISSATISFIED                                 INCOMPETENT. 

CHARACTER 

LAID  OFF                                           SUSPENDED  ACCOUNT 

DEPORTMENT  

BETTER  JOB 
SIX   DAYS  ABSENT 
SICKNESS  OR    DEATH 
AT   HOME 

RP-kllRP     QAMF'    nPPT7 

O.  K.  TO  RE-HIRE.  OTHER  DEPT? 

REN 

1ARKS.. 

Form  306.    Service  Card  Used  with  Form  30a — Obverse 


APPLICANT'S    RECORD 


IGNATURE   OF    APPLICANT 


POSITION    WANTED 


AGE 

COMPLEXION. 


BIRTHPLACE 


HEIGHT. 
WEIGHT. 


No    OF    DEPENDENTS 


NATIONALITY 


AMEglCAMZATIOH     YRSINU.S.  A 

FIRST  PAPERS  SECURED 


SECOND   PAPERS  SECURED 


AT 


192. 


EDUCATION 

GRAMMAR             HIGH              COLLEGE 
YRS YRS YRS. 


NAME  OF  Any  Relative  Working   Here 


PHYSICAL  CONDITIO^ 


RECORD    OF    PREVIOUS    EMPLOYMENT 

LAST   EMPLOYER  S   NAME  POSITION    HELD 


ADDRESS 


WORKED  FROM 
I9Z.... 


NEXT  PREVIOUS  EMPLOYERS  NAME 


POSITION   HELD 


WORKED   FROM 
192.... 


NEXT   PREVIOUS  EMPLOYER'S  NAME 


POSITION   HELD 


WORKED  FROM 
192.... 


^EXT   PREVIOUS  EMPLOYER  S  NAME 


ADDRESS 


POSITION   HELD 


WORKED  FROM 
.-..192... 


TO 
...192 


Form  306.    Reverse 


45 


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Dept. ... 
Name.  ..... 

Fi^ptinn 

1 

Position 

SALARY 

19 

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fective  Turn- 

Order. 
Over- 
due 

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Time. 
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19... 

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?eb. 

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Form  32.    Foreman's  Record — Obverse 


Trade  Ability                                        Total 

Ability  to  Plan  and  Supervise 

Standard  quality  of  work 

Get  work  out  on  time 

Place  men  to  best  advantage 

Time  and  cost  records 

Keep  steady  flow  of  work 

Total 

Ability  to  Handle  Men 

Command  respect 

Command  good  will 

Command  confidence 

Understand  human  relations 

Can  explain  work  to  others 

1          1 

Total 

Character 

Bearing 

Cooperation 

Sense  of  justice 

Dependability 

Energy 

Initiative 

Judgment 

Resourcefulness 

Tact 

1 

Thoroughness 

Total 

Grand  Total 

Dale 

Form  32.    Reverse 


47 


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48 


F.    attendance:  procedure  and  summary  records 


1st  half 

OF  MONTH 

TIME  CARD 

NAME-       

Form  No.  S  10464 

MORNING 
IN 

NOON 
OUT 

NOON 
IN 

NIGHT 
OUT 

EXTRA 
IN 

EXTRA 
OUT 

L^ 

^^ 

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Address 

Dept. 

Date                            Time 

Reason 

Form  35.    Late  Slip 
(To  be  filled  out  by  time-keeper  and  sent  to  employment  office.) 


49 


on 

Daily  Absentee.  List 

The  following  is  a  list  of  all  men  absent  m 

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» 

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On  Vacation 

On  Compensation  HayrolJ 

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1             ABSENT 

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Total 

CLERK 

Form  36.    Summary  Absentee  List 
(Sent  to  employment  office  for  record  and  follow-up.) 


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55 


EMPLOYMENT  DEPARTMENT 

NOTICE  OF  FOURTH  DAY  ABSENCE 

DATE 

TIME  OFFICE 

NAME 

CHECK  NUMBER 

ADDRESS 

DEPARTMENT 

FOREMAN 
ADVISES:— 

1              FOREMAN 
1 

REMARKS: 

Form  42.    Warning  and  Follow-up  on  Absence — Obverse 


MUTUAL  INTEREST  DEPARTMENT 

PLEASE  ADVISE  CAUSE  OF  ABSENCE 


I       DATE  AND  HOUR 


INQUIRER 


REQUEST 
RECEIVED 


DATE  OF 
VISIT 


ATTEND'G.  FHySICLA.N  I  PROBABLE 
ABSENCE 


REPORT:— 


OUTSIDE 
CASE 


COMPANY 

CASE 


REPORT 
BY 


PLEASE  RETURN  THIS  CARD  PROMPTLY  TO  DEPARTMENT  MAKING  REQUEST 


Form  42.    Reverse 
(Note. — See  also  Form  54.) 


S6 


EMPLOYMENT   CHANGES:    SUMMARY   RECORDS   AND   REPORTS 


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6o 


QUESTIONS  ON  SECTION  II 

1.  Compare  Forms  la  and  ib  as  to  procedure  involved,  and  kind  and 
quantity  of  information  needed  for  fiUing  out.  Which  seems  to  you 
to  suggest  the  greater  forethought  and  the  better  planned  scheme  of 
filling  requirements  ?    Why  ? 

2.  What  additional  columns  might  be  provided  in  Form  2?  (Note 
information  called  for  in  Schedule  3  of  Chart  4.) 

3.  Redraft  Form  16  in  such  a  way  as  to  provide  for  use  of  Forms  3 
and  4a. 

4.  Compare  and  criticize  Forms  5a  and  5&.  Omissions?  Superfluous 
information  ?    Could  they  be  used  conveniently  as  permanent  records  ? 

5.  What  disposition  would  be  made  of  Form  6a?  Would  a  monthly 
summary  of  the  information  on  these  forms  be  of  any  use  to  the  manage- 
ment ?    What  use  ?    Draft  a  form  providing  for  such  a  summary. 

6.  What  use  are  the  "nationality"  and  "church"  items  on  Form  66? 
Should  they  be  omitted  ?  What  disposition  would  the  employment 
office  make  of  the  second  half  of  this  form  ? 

7.  Explain  reasons  for  procedure  called  for  on  Form  7. 

8.  Compare  procedure  suggested  by  Form  7  with  that  suggested  by  Form  9. 
Can  you  see  any  reasons  for  preferring  one  to  the  other  ? 

9.  Form  13a  calls  for  five  copies.    To  whom  would  they  go? 

10.  Of  what  use  to  the  employment  office  is  the  information  called  for  at 
the  bottom  of  Form  13c?  Would  any  of  this  information  reach  the 
management  ?    How  and  in  what  form  ? 

11.  Can  you  see  any  advantages  in  using  Form  17  rather  than  Form  16? 
Should  it  be  necessary  for  the  board  of  directors  to  approve  routine 
pay  changes  ? 

12.  Four  copies  of  Form  22  are  called  for.    To  whom  should  they  go  ? 

13.  Compare  the  separation  procedure  suggested  by  Forms  20-23  and 
that  suggested  by  Form  24.  (Form  24  is  made  out  in  triplicate:  one 
copy  going  to  time-keeper,  one  to  cashier,  and  one  to  employment 
office.)     Which  do  you  prefer  ?    Why  ? 

14.  Would  any  of  the  information  on  Form  25  reach  the  management? 
How? 

15.  Compare  the  method  of  rating  suggested  by  Form  26  and  that  sug- 
gested by  Forms  27a  and  276.  Which  is  preferable?  Why?  Would 
your  answer  depend  on  the  type  of  work  being  done  ?  On  other  factors  ? 
Explain. 

16.  What  disposition  would  be  made  of  the  information  collected  on  these 
rating  forms  ?    Who  would  use  it  ? 

17.  Criticize  Form  29  in  detail.  Omissions?  Superfluities?  Compare 
and  contrast  with  Forms  30a  and  s^b,  and  31.  Which  suggests  more 
careful  planning  ?  Have  you  a  general  preference  for  either,  or  would 
choice  depend  on  type  of  work  and  other  factors  ? 

61 


i8.  Compare  these  records  with  Forms  84  and  85.  Should  they  all  be 
combined  into  a  single  record,  or  is  some  of  the  information  superfluous  ? 

19.  Is  Form  32  adequate?  What  additional  information,  if  any,  should 
it  contain  ? 

20.  Draft  a  form  for  summarizing  the  information  called  for  on  Form  33. 
How  and  by  whom  would  such  a  summary  be  used  ? 

21.  Outline  in  full  a  method  (or  alternative  methods)  for  following  up 
absences,  showing  how  each  of  Forms  34-44  might  be  used. 

22.  Trace  each  item  shown  on  Forms  43  and  44,  showing  the  source  from 
which  each  would  be  posted. 

23.  How  would  Forms  43  and  44  be  used  ?  To  whom  would  Form  44  go  ? 
Compare  these  two  forms  with  Form  97.  Which  method  of  keeping  a 
continuous  record  of  employment  changes  would  you  prefer  ?    Why  ? 

24.  Suggest  at  least  five  forms  which  might  have  been  included  in  this 
section.    Draft  them. 


62 


III.    FORMS  AND  RECORDS  FOR  THE  TRAINING  SECTION 

A   COMPLETE    SET   OF   FORMS   USED   BY   THE   WESTINGHOUSE 
APPRENTICE   SCHOOL 


Westinghouse  Electric  &  Manufacturing  Company 

EaslPillsburgh,Pa. 

EDUCATIONAL  QEPARTMENT 
TRADES  APPRENTICE  APPLICATION    FORM 

Name  in  Full ., Date 19! 

Present  Address , ^ 

No.  StrMt  City  Sut^ 


Remarks.. 


1  have  investigated  the  Tradjes  Couraes  of  the  Westinghouse  EUectric  &  Manufacturing  Company  and  hereby 

apply  for  an  appointment  on  the  course  I  have  indicated.    (Mark  X  after  course  desired.) 

|TRACERJ      I  I  PATTERN  MAKER  |      |  |F0UNDRYMAN|      j  |  MACHINIST]      |  [  TOOL-MAKER  |       1 1  ELECTRIC IAn]~| 

If  accepted,  I  should  like  to  report 


ACCCPTANCC  < 


HE  ApruCAKT  I*  COWDITIONAI  UPON 


Signature 

PAftSINO  THE    PHTSICAk  EXAMINATION  OP  THE 


CLECTKIC  &   MANUPACTUMma  < 


NOTE- — Application  should.'be  sent  to  Educational  Department.  Westinghouse  Electric  &  Manufacturing  Company.    East 
Pittsburgh.  Pa.,  accompanied  by  a  recent  inexpensive  photograph  of  yoursslf. 


Form  47.    Trades  Apprentice  Application  Form 


IS  S 


^15" 


2  s  ^. 


11 


•-I       r>t      94      CO 


K 
O 


W 

O 

E  a 
<  a 


o  R 

w  « 

■  S 

MHO 

D     O  B» 

O     U  » 

O     -«J  « 


§     S     £ 


Form  48.    Weight  Chart  for  Selection 


63 


APPRENTICE  RECORD 


Machin*  Tool  or  Work 


Sp««d.     The  rate  at  which  he  worka  ••  compared  with  the  speed xxpected 
Workmanahip      The  grade  ol  the  (inuhed  %york  aa  compared  to  (tandard  practice 
Attitude.     Perional  interest  shovrn  in  his  work  and  His  conduct  toward  superior*  and  (dk>« 
Kno«tl*dco      The  antount  of  general  information  he  has.  in  line  with  hia  work. 


A  -Very  Good 


*■  Average 


C  —  Unsatiafactory 


In  wrhat  doea  this  i 


kcel? 


la  wlwt  W  Im  de6eiait> 


Sigt»«d 


Oat* 


Not*— Send  to  Educational  Departnwnt 


Form  49.    Apprentice  Record  Made  Out  by  Foreman 


APPRENTICE  SCHOOL— TERM  REPORT                 \ 

Name, 

nmm.            %%S,\ 

Machinist 

Tool  Maker 

Pattern  Maker 

j  Foundryman  j       Electrician 

1.— Excellent- 

—2.  Good— 3:  Medium— 4.  Poor— 5.  Failure— Passing  Grade  70%       | 

Times  Lais 

f.^id.  Term  Examination 

Times  Absent 

Final  Examination 

Speed 

Class  Work 

Neatness 

Home  Work 

Accuracy 

Term  Average 

Memory 

General  Remarks: 

Reasoning  Power 

Observation 

Effort 

Attitude 

Department 

Signed                                                     /into 

ZJ 

Form  50.    Apprentice  Classroom  Report 


64 


Characteristic 

Excellent 

Good 

Average 

Poor 

Onsatisfactory 

'a 
c 
o 

Physjqut' 

Bearing 

^ieatne9s  of  person 

Cheerfulness 

Enthusiasm 

Courtesy 

Meaith 

s 

u 

2 
(J 

Ambitiou 

Thnft 

Honesty 

|i 

Dfink 

Camblins 

Immoral  acts 

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Common  sense 

Leadersliip 

Application 

Tact 

Home  Training 

1 

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Towsrd  his  superiors 

Toward  iiis  associates 

Toward  his  instructors 

toward  hi.*»  work 

Me(.*.hanica{  aptitude 

Remarks: 

Signed 

Dede                                       191 

Form  51.     Form  Used  for  Obtaining  Information  about  Applicant 

BY  Mail 


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QUESTIONS  ON  SECTION  III 

1.  Make  up  a  weight  chart  for  a  school  for  salesmen  corresponding  to  that 
shown  in  Form  48. 

2.  What  should  be  the  final  disposition  of  Form  52  ? 

3.  What  information  should  be  contained  in  the  "follow-up"  suggested 
in  Schedule  9  of  Chart  4  ?  Draft  a  form  providing  for  a  summary  of  the 
information  secured  in  such  a  follow-up  for  the  information  of  the 
management. 

4.  Can  you  suggest  additional  information  about  its  training  school  which 
the  management  should  have  ? 

5.  Draft  a  school  record  for  the  foremen  attending  a  foremanship  school  in 
some  specific  industry. 


68 


IV.    FORMS  AND  RECORDS  FOR  THE  HEALTH  AND 
SAFETY  SECTION 


HEALTH 


Hea-kK  &SaLTfYitatio-n.  Depart-ment 
Name                                                                                      Age 

Address 

Dept.                                                             No.                          Date 

Gen.  Appearance 

Eyes:             Vision  Dist  10  Ft.-{^' 

n                    LI          XT/  .  L          i^-                            Inches 
Ears:             Hears  Watch          -J,                                ,^^j^^^ 

Nose 

Throat 

Tongue* 

Teeth 

Neck 

Chest  Contour 

Heart 

Luncs 

Abdomen 

(Upper 

Ejctrem.  \. 

(Lower 

Ing.  Reg. 

G.  U 

Spine 

Skin 

Reflexes 

Form  53.    A  Simple  Type  of  Physical  Examination  Record — Obverse 


6q 


k 


Puis 


B   p. 


Urinalysis 


Color 


Alb. 


Ppt. 


Sugar 


Sp.  Gr. 


Microscop 


React. 


Summary 


Form  53.    Reverse 


70 


Employment  Department 


CHECK    NO. 


ABSENT  CARD 


FOREMAN 


DEPARTMENT 


In  compliance  with  your  request,  ar- 
rangements have  been  made  to  have  the 
above  mentioned  employee 


EXAMINED    BY   THE 
MEDICAL    DEPARTMENT 


INTERVIEWED    BY    THE 
EMPLOYMENT  DEPARTMENT 


The  man  will  not  know  that  you  made 
this  request  unless  you  tell  him. 


DIRECTOR   OF    CWPLOYMtNT 


LIFT    THIS   CARD 


ABSENT  CARD 


TIME-KEEPER 


SICKNESS 


ABLE  TO  RESUME  WORK 


Employment    Department 

THE   ABOVE   EMPLOYEE   RESUMED  WORK 


INST  R  U  j:  T  I  O  NS 
TAKE  THIS  CARD  TO 


PHYSICAL  EXAMINATION  DEPT. 


GET    ABOVE     NOTICE    OF 

ABLE  TO. RESUME  WORK 

CERTIFIED  to  BY  MEDICAL  DEPARTMENT. 
THEN  BRING  THIS  CARD  TO  CLOCK  HOUSE 
AND   YOU    WILL   BE   GIVEN    YOUR   CLOCK   CARD 


PART    I 


PART    2 


Form  54.    A  Card  Showing  Procedure  in  Checking  Up  on  Report  of 
Absence  Due  to  Illness 


Hospital  Notice  to  Foremen 

Date. 

Name .No. 

Is  able  to  do  regular  work  beginning 

Returned  to  work.            Date Hour 

Foreman 

Foreman  wiH  sign  and  return  to  Hospital 

Form  55.    Notice  from  Hospital  to  Foreman  of  Employee's  Ability  to 

Work 


71 


NAME 

SICKNESS  SLIP 

NO.                        DEFT. 

ADDRESS                                                                     AGE                       DATF 



DURATION 
D.  W-  D. 

phys.'kxam. 

DIAGNOSIS 

TREATMENT 

Coryza 

Coryaa 

Coryai 

Hygienic  and  Diet 

Cough 

Spts.  on  tons. 

Tonsillitis 

Magn.  Sulph, 

Sore  Throat 

Red  Throat 

Brooch. 

Castor  Oil 

Chills 

' 

Pharyngitis 

Hot  Water  BotUe 

Feverish 

Laryngitis 

Alk.  Antisept.  Tabs. 

Hoarseness 

Gastritis 

Stron.  Salic. 

Backache 

Gastrocnt. 

Syr-Hydriotic  Ac. 

Nausea 

Constipation 

1     Elix.  Brom  Comp.       | 

Diuiness 

Carious  Tooth 

Sod.  Bicarb. 

Vomiting 

Malaise 

Tr.  Beni.  Comp. 

Diarrhoea 

Myalgia 

Silver  Nit.  4  per  cent 

Constip. 

Furunculosis 

Migrain  Tabs. 

Abd.  pain 

Strapped 

Headache 

T. 

Thermolite 

Toothache 

P. 

Capsolin 

REMARKS: 

Form  56.    Hospital  Record  of  Diagnosis  and  Treatment 
(Posted  to  Hospital  Summary  and  Workman's  Record.) 


WEEKLY     SUMMARY 

' 

ITEMS 

MONDAY 

TUESDAY 

WEDNESDAY 

THUK-SDAY 

FRIDAY 

SATURDAY 

TOTALS 

Number  of  Patients 

No.  of  New      " 

y 

Extractions 

L^^^^ 

y^ 

y^             ^^^^^^^^ 

y 

Tr.«tment.« 

^-^ 

Chaneed 

,^ 

\ 

Amalgam  FilUngs    J 

i^ 

Form  57.     Dental  Office  Summary 


72 


73 


B.   SAFETY 


REPORT  OF  SAFETY  MEETING  *    "  '   - 

Number  of  pages 

Held  (Date)  P.iie 

Prom Depariment 

Copie.s  to 
To  HEALTH  &  SAFETY  DEPARTMENT 

Those  preseuti — 
Subiectti  discussed:-^ 

Reeommendatiousi— 


Signed. 


Form  59.     Record  of  Safety  Meeting 


Name 

Pass  No. 

Employed  as 

Dept. 

Mill  No.                Div. 

The  above  named  employee  was 

this  day  found  committing  the  following  act  in  viola- 

tion  of  the  rules  of  the  Company 

and  warned 

against  a  repetition  of  the  offence  and 

advised  of  the  danger. 

Signed: 

This  notice  is  to  be  mailed  to  the  Employment  Department. 


Form  60.    Notice  of  Warning  to  Employee  of  Safety  Rule  Violation 


74 


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TO  FOREMAN: 

Fill  out  permission  section,  using  carbon  paper  for 
duplicate.      Send  whole  form  to  hospital  with  employee. 

Hospital  will  make  out  bottom  section  in  duplicate 
and  return  to  foreman  by  employee.  Foreman  will  then 
complete  accident  report  in  duplicate,  sign  personal- 
ly, SEND  ORIGINAL  TO  HEALTH 'AND  SAFETY 
DEPT.,  IMMEDIATELY  and  keep  copy. 

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The  above  has  received  treatment  at  the  hospital  and 
is   unable   *°  continue  at  work. 
'      Siirned                                                                     H.  &  S.  Dept. 

1 

•1 

J 

,  75 


PHYSICIAN'S 

REPORT 

OF    ACCIDEZNT" 

Name 

Address 

Age 

Department 

Overseer 

Occupation 

Length  of  experience 
here  and  elsewhere 
in  this  employment 

Piece  or  time 
worlcer 

No.  of 
Dependents 

Guardian  if  a 
Minor 

Nationality 

Interpreter 

Di^te  of  Accident 

Date  Reported 

M.  F. 

M.  S.  W. 

Patient's  Description  of  Accident 

Injury  Described  by  Physician 

^..--^^^^^                                                                                            ^^^ 

^-^^^                                      ^^-^^                                       ^^-^^ 

V^    . 

^^ 

^^-^ 

Form  62.    Physician's  Accident  Report 
(Note. — ^The  back  of  this  form  is  used  by  the  physician  for  a  record  of  treatment.) 


76 


No.  Mill 

Pay 

For 

Manchester,  N.  H.. 


ACCIDENT    TIME    BILL 

Room 

.....ihours  at $. 


..Overseer 


ACODENT  REPORT 

Name  of  person  injured ._ _. : .-. „ _._ 

Date  of  Accident 

How  long  has  this  person 
worked  for  the  Corporation  ? 

Married  or  single  ?.„ „ No.  of  Dependents. 

In  your  opinion,  is  this  person  honest 
regarding  injury  and  worthy  of  a 
fair  percentage  of  time  lost  ? 

In  your  opinion  is  there  any  liability 
on  the  part  of  the  Corporation  ? 

Special  remarks  about  this  accident , 

This  recprt  with  Time  BiU  sUactied,  both  properly  filled  out,  to  he  sent  to 
-             G>..  Accident  Dept.,  in  a  sealed  envelope.    The  same  to 
be  sent  by  Company's  Mail  service  when  person  injured  rettirns  to  work.  ""' Overseer 


Form  63.    Accident  Report  and  Time  Bill  to  Be  Filled  Out  by  Foreman 


77 


WORKMEN'S  COMPENSATION  ACT— MASSACHUSETTS 

®{ie  ®rabeler2(  Snsiurance  Company 

Hattfotb,  Connecfftut 


Upon  the  occurrence  of  an  accident,  send  one  notice  fo  Branch  Office,  The  Travelers  Insurance  Company,  Rooms  810-812  Third  National 
Bank  Building,  Springfield,  Mass. 

Within  forty-eight  hours  after  the  occurrence  of  an  accident,  send  one  notice  to  the  Industrial  Accident  Board  State  House,  Boston,  Mass. 
Sec.  18,  Part  3,  Chap.  751,  of  the  Acts  of  1911  and  amendments  thereto  prorides:  "Any  employer  who  refuses  or  neglects  to  make  the  report 
his  section  shall  be  punished  by  a  fine  of  not  more  than  $S0  for  each  offence."   Return  to  be  made  within  48  hours  after  accident  occurs. 

AH  ANSWER  SHOULD  BE  MADE  TO  EVERY  QUESTION 

REPORT  OF  A  PERSONAL  INJURY  TO  AN  EMPLOYEE 
REPORT  NO.  1 

(  Male... _... 

employees  (  Female — 


EMPLOYER. 

PUCE  AND 

TINE. 


1.     Employer's  name. 

3.  Office  address:  Street  and  Na 

4.  City  or  town „ 

5.  Business  (state  exact  nature) 

6.  Location  of  plant  where  injury  occnrred 

Street  and  No _ 

7.  Date  of  injury — 

10.  If  employee  did  not  leave  work  on  day  of  injury,  • 


Average  r 


I  what  day  did  incapacity  begin?.- 


SECB. 
INSURANCt 


1.  Are  you  insured  to  provide  payment  to  injured  employees  under  the  Workmen's  Compensation  Act? 

i.  If  so  insured,  give  name  of  insurance  company  (not  name  of  agent) _ 

3.  If  a  city,  town,  county  or  district,  state  whether  Workmen's  Compensation  Act  has  been  accepted , 

4.  Has  injured  employee  gi\-en  notice  in  writing,  reserving  common  law  rights?.„ S.     If  so,  when?... 


1.  Name  of  injured 

2.  Address 

3.  Sex..„ 

6. 


nployee.. 


5.     Married  or  antle — 


Occupatkm.. 


7.  In  what  < 

8.  Was  this  the  regular  occupation  of  ' 

9.  If  not,  stale  regular  occupation 


nployee?.. 


- 

1.    Name  of  machine,  tool,  applUnce,  etc..  in  connection  with  which  injury  occbrred _-.... 

1       H#nH  f!^  nr  rP<^l<{]|nir{|l 

J,    Dnrrihe  fully  how  injury  OTT'imfl                                                                                  - 

$ECI. 

_ 

4.  Part  of  machine  on  which  injury  occurred.- _ 

5.  Is  it  possible  to  provide  a  guard,  safety  appliance,  or  regulation  in  connection  with  this  machine  that  might  have  prevented  this 

injury? 

6.  What  guard,  safety  applianoe,  or  rtguUtiaa  to  guard  against  the  injury  was  in  oae  when  it  occutrcd?. — 


SECL 
NATURE  OF 


Part  of  person  Injured  (state  whether  right  or  left  in  case  of  arms  or  hands).. 
Nature  of  injury,  as  near  as  possible 


3.  Attending  physician  or  hospital  where  sent,  name  and  address- _ 

4.  State  probable  period  of  disability  (number  of  days  employee  is  expected  to  be  abeent  from  employment,  dating  from  day  of  injury) 


S.    Has  Employee  returned  to  work? . 


Date  of  report Made  < 


IS- 


employee  ia  disabled,  detach  here,  preserving  remainder  of  blank  for  later  use. 


t^°  SUPPLEMENTAL  REPORT 

A  Supplemental  Report  should  be  filed:   Immediately  after  the  return  to  work  of  the  employee;  if  employee  < 
60  days,  at  the  end  of  such  period;   in  every  case,  where  an  employee  do  .-...--. 

second  report  must  be  made  to  the  Board  at  the  end  of  the  period  of  disability. 

Date  of  injury.. 

Name  of  injured  person Previously  reported... 

Pre«.nt  address  of  employee  g^'^J^o. - 

Name  of  employer. — - 


..City  or  Town..™ 


I .    What  incapacity  resulted  to  the  employee  by  reason  of  this  injury? 

StaU  nature  exactly,  or  as  nca 

$ECF. 

EjrraiTof 

■ 

$ECC. 

DURATION 

OF 

5.    If  injured  person  not  yet  at  work,  state  probable  length  of  furlher  n 

Form  64.    Form  Showing  Information  Called  for  by  Workmen's 
Compensation  Act 


78 


ACCIDENT-SICKNESS  FORM. 


Clas*  of  Work 


Dept. 


late,  hour  of  occurrence 


Day,  date,  hour  of  profemional  aHention 


Nature— extent  of  injory  or  illnwa 


Statement  of  ncciHent  by  injiireil 


fjingoages  Spoken 


*8" 


Length  of  Service 


Did  foreman  inatruct 


Ever  hurt  before — when— where 


Contributing  Fantom— T  ack  of  nafe  gnarda-  gogglen 


of  good  eye  sight 


of  aleep 


Fellow-  workinan 


Poor  phyaical  condition 


Worry 


Form  65.     Complete  Individual  Record  for  Illness  or  Accident 
(Note.— The  inside  of  this  folding  form  is  used  for  additional  description  of 

injury  or  disease.) 


79 


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84 


STATISTICAL  REPORT 

SICK  AND  ACCIDENT 


ACCIDENTS  TREATED  AT  HOSPITAL 
Fro«. To. 


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Lacerated 

AbraMKl 

- 

Conttued 

Punctured 

Incised 

■ 

'Bdmi 

Sprain* 

Strain* 

Dialocation* 

Fracture 

Infected 

ForeicnBodr 

Total 

- 

^— . 

Eye  strain     .. 

Infection  

Ckinjunctivitis 
Stye 


NOSE 

Gaurrh 
iryza 


DISEASES  TREATED  AT  HOSPITAL 

From To _ 

EAR 


Otitis  media. 


!|   EXTREMITIES 

Infection  arm 
Infection  hand 
ection  6nger. 


Total 


Form  70.    Another  Form  of  Summary  Report 


85 


QUESTIONS  ON  SECTION  IV 

1.  Who  would  need  access  to  Form  53  ?  Should  copies  be  maintained  by- 
more  than  one  office  ?    Any  reasons  for  limiting  its  accessibility  ? 

2.  Form  54  is  made  up  of  three  parts,  part  one  being  in  dupHcate  and  the 
duplicate  parts  of  the  three  cards  being  filled  out  with  the  use  of  carbon 
paper.     Trace  the  procedure  involved. 

3.  Criticize  Form  58  in  detail.  Superfluities?  Omissions?  Any  informa- 
tion you  would  object  to  having  gathered?  Explain  your  answer. 
Would  any  of  this  information  reach  the  management  ?    How  and  why  ? 

4.  Compare  Forms  65  and  66.  Trace  each  item  to  its  source,  outHning 
procedure  involved  in  getting  the  information,  and  explaining  why 
the  information  is  needed.  Do  the  requirements  of  Form  64  explain 
the  need  of  all  the  items  ?  What  should  be  the  final  disposition  of  these 
two  forms?  How  much  of  this  information  would  the  management 
need  to  get,  in  what  form,  and  why  ? 

5.  Draw  up  a  form  for  a  monthly  inspection  report  on  physical  conditions 
about  the  plant. 

6.  Outline  in  detail  the  procedure  involved  in  dealing  with  an  individual 
accident  case  as  suggested  by  the  forms  in  this  section. 

7.  Suggest  at  least  three  additional  forms  which  might  have  been  included 
in  this  section.    Draft  them. 


86 


V.    FORMS  AND   RECORDS  AT  THE  DISPOSAL   OF   THE 
RESEARCH  AND  PLANNING  SECTION 

INTRODUCTORY  NOTE 

In  the  assumed  scheme  for  a  personnel  department  around 
which  the  material  of  this  manual  is  organized,  the  research  and 
planning  section  is  charged  with  such  functions  as  the  following: 
analysis  of  data  relating  to  wage  rates  and  recommendations  based 
on  its  analyses;  similar  duties  as  to  hours  from  various  points  of 
view;  any  other  statistical  studies  or  investigations  of  conditions 
within  or  outside  the  plant;  the  planning  of  the  labor  budget;  any 
special  cost  studies  desired,  as  of  accidents,  turnover,  or  the  adminis- 
trative costs  of  the  department;  schedules  of  future  requirements; 
the  preparation  of  periodic  statistical  summary  reports  of  all  phases 
of  personnel  department  operations. 

Some  of  this  work  may  actually  be  carried  out  by  other  sections 
of  the  department.  For  example,  fatigue  studies  may  be  made  by  the 
health  section  alone  or  in  co-operation  with  members  of  the  research 
section.  For  convenience,  however,  it  is  assumed  that  all  research, 
planning,  and  statistical  work  is  centered  in  the  one  section. 

Only  part  of  the  data  for  the  work  of  this  section  can  be  secured 
from  the  routine  records  of  the  plant.  Much  of  it  will  come  from 
special  investigations  inside  and  outside  the  plant,  and  for  these, 
obviously,  no  routine  standard  forms  will  serve.  Forms  105-108, 
and  Chart  4  on  pages  12  and  13  will  suggest  the  character  of  some 
investigations  of  this  type. 

One  of  the  most  important  functions  of  the  section  will  be  the 
collection  and  analysis  of  data  bearing  on  wage  determination.  In 
any  plant  the  actual  system  of  rates  arrived  at  will  be  the  resultant 
of  many  variables,  including  among  the  most  important  the  market 
or  ''going"  rates  for  the  community,  trade,  or  industry,  costs  and 
standards  of  living,  the  bargaining  power  of  the  parties  to  the  wage 
contract,  administrative  convenience,  production  costs  and  individual 
efficiency,  general  business  conditions,  the  regularity  of  employment 
and  the  prosperity  of  the  individual  industry  and  plant. 

It  has  been  thought  worth  while  to  illustrate  specifically  in  this 
section  standard  forms  bearing  on  only  one  factor  or  group  of  factors: 
those  having  to  do  with  efficiency  and  production  costs.  Those 
presented  include  time  and  motion  study  forms  (71-74):  a  sampling 
of  production  control  and  cost  accounting  forms  sufficient  to  suggest 

87 


methods  of  compiling  labor  costs  (75-82);^  a  summary  graphical 
wage  record  (83);  two  somewhat  elaborate  individual  production 
records  (84-85) ;  and  three  forms  illustrating  schemes  of  wage  classi- 
fication based  on  occupational  rating  (86-88). 

As  far  as  production  costs  and  much  other  plant  data  relating  to 
wages  are  concerned,  the  personnel  department  will  depend  typically 
on  the  production  department  and  its  planning  division,  the  cost 
accounting  organization,  and  the  payroll  division  for  the  actual 
collection  of  the  information.  The  research  and  planning  section 
will  be  concerned  only  with  the  analysis  of  the  data  with  reference 
to  the  task  of  setting  and  revising  wages,  and  the  records  needed 
will  be  secured  in  duplicate  or  borrowed  for  this  special  purpose.  It 
is  obvious,  however,  that  the  task  of  the  section  cannot  be  performed 
effectively  without  the  closest  familiarity  and  contact  with  the  pro- 
cedure involved  in  the  maintenance  of  the  records. 

^  Forms  75-82  are  taken  from  the  production  control  scheme  of  the  Westing- 
house  Electric  and  Manufacturing  Co.,  which  uses  a  "modified"  Gantt  system 
with  task  and  bonus  scheme  of  payment.  The  principles  underlying  this  system 
will  be  found  in  Gantt's  Work,  Wages  and  Profits.  Full  explanation  of  forms  similar 
to  those  illustrated  here,  however,  can  be  obtained  from  any  standard  work  on 
factory  management. 


88 


A.      TIME  AND  MOTION   STUDY 


Request  for  Service  of  Cost  Dept.  ly  Dept. 


Date  Wanted 


Subject 


Operation 


EXPLAIN  IN  DETAIL  WORK  TO  BE  DONE 


1*  there  a  present  piece  rate? 
What  is  it? 


Why  is  new  rate  ncyded? 


Is  there  an  experienced  worker  available  for  the  studies? 
Name 


If  no  piece  work  rate,  give  cost  in  time  work. 


Average  rate  earned^ 


Give  Approx.  No.' of  orders  per  year. 


Give  Approx.  Quantities  per  order. 


Total Sample  File  No. 


Signed 


Form  71.    Request  for  Job  Survey— Obverse 


89 


COST  DEPT.  RECORD 


Received 


Assigned  to_ 
Summarized 


Date  Figured 
Date  Typed 


Sent  for  approval 
Rate  cards  typed 


CHANGES  MADE  IN  METHODS 


Present  Hour*  Per 


Revised  Hours  Per 


Present  Rate  Per 


New  Rate  Per 


Saving  in  Hours  Per 


Saving  Per  Doz. 


Total  Hours  Per  Year 


Saving  in  Hours  Per  Year  | 


Form  71.    Reverse 


90 


No. 

19 

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Style 
Item 


Part 


Operation 


Foreman 


Rate  Setter 


FALL  DOWN  CARD 


Form  74.    Follow-up  of  Time-Study:  a  Fall-Down  Card 


B.      PRODUCTION   ROUTING   AND   COST   COMPILATION 


ORDER  NO. 

MACHINE  NO. 

TO  BE  STARTED 

DWG.  NO. 

TO  BE  FINISHED 

ITEM  NO. 

PART  NAME 

TIME  REQUIRED  PER 

OPERATION  NO. 

OPERATION  NAME 

NO.  OF  PIECES 

CLASS  OF  MACHINE 

PRICE  PER 

TOOL  NO. 

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94 


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OPERATION, 
MATERIAL    _ 


TIME  FOB  FIRST  PIECE, 


EACH  ADDITIONAL  PIECE. 


MACHINE   TOOL  NO. 


DESCRIPTION   OF   MACH. 
REMARKS     ^ 


INSTRUCTION  CARD 


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DETAILED  INSTRUCTIONS 

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95 


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CHECK  No. 

AMOUNT 

OPERATION 

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ITEM 

PATTERN  No. 

DATE 

TIME  STARTED 

TIME  FINISHED 

Por«Baa 

Form  78.    Notice  to  Time-Keeper 


96 


RET'D 
ISS'D 

STYLE  AND 
ORDER  NO. 

MAN'S  NAME 

MAN'S  NO. 

TIME 
ALLOWED 

TIME 
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DRAWING 
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BONUS 

HOURLY 
RATE 

ITEM 

FATT.  NO. 

PAY 

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MACHINE  NO. 

NAME  OR  FART  OF  JOB                                                                                                                             | 

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SERIAL  NO. 

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The   Babcock  Wage   Formula/   in   connection  with   which   the 
information  called  for  by  Form  85  is  as  follows: 
The  equation  is 

and  for  the  determination  of  labor  and  indirect  cost  (not  including 
materials)  is: 

X={r{i+J)^-R)t 

The  definitions  of  terms  follow.  They  are  common  in  both 
equations : 

r  =  Base  hourly  rate  man  is  to  receive 

K  =  A  constant,  when  V  is  100  per  cent,  to  bring  worker  under  standard 

conditions  to  standard  rate 
B  =  Fundamental  base  rate,  temporarily  that  of  1905 
i    =  Percentage  of  increase  in  living  since  1905,  taken  on  the  15th  of  Janu- 
ary, April,  July  and  October 
m  =  Percentage  allowed  for  each  extra  process  known  or  learned 
n  =  Percentage  allowed  for  years  of  connected  service 
y  =  Years  of  such  service 

R  =  Fixed  charges  rate  per  hour  which  man  has  chance  to  modify 
e    =  Percentage  of  premium  earned  on  time  allowance 
V  =  100,  which  is  the  standard  accomplishment  per  cent 
E  =  Standard  premium  task  time  set 
Pa  =  Percentage  of  time  absent  or  late 
S  =  Value  of  spoiled  work  per  producing  hours  worked 

=  Percentage  of  time  under  task 

=  Percentage  of  time  spent  on  non-task  or  straight  time  work 
C  =  Co-operation  and  conduct 
X  =  Labor  and  fixed  charge  cost 
/    =Time  taken  to  do  work 

^Adapted  by  permission  from  G.  D.  Babcock,  "The  Taylor  System  in  the 
Franklin  Shops"  in  Industrial  Management  for  January,  191 7,  since  republished  in 
book  foim. 


103 


D.      OCCUPATIONAL  EATING  AND  WAGE  STANDARDIZATION 


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107 


QUESTIONS  ON  SECTION  V 

r.  Make  a  list  of  the  measurable  factors  involved  in  the  setting  of  wage 
rates.    How  can  each  be  measured  ?    How  accurately  ? 

2  What  is  the  purpose  of  the  analysis  called  for  by  Form  71  ?  Explain 
the  reason  for  each  of  the  items  contained  on  this  form. 

3.  What  are  the  main  differences  between  Forms  72  and  73  ?  Under 
what  circumstances  might  either  be  preferable  to  the  other  ? 

4.  Would  the  personnel  department  be  interested  specifically  in  Form  74  ? 
If  so,  why  ?    What  use  could  be  made  of  it  ? 

5.  Trace  the  procedure  involved  in  the  use  of  Forms  75-79.  How  is  the 
personnel  department  interested  in  these  forms  ? 

6.  Would  the  personnel  department  wish  to  receive  and  maintain  duplicate 
records  of  Forms  81  and  82  ?  Post  this  information  to  the  man's 
service  record  ?  Receive  the  duplicates  and  compile  summary  records 
of  them?  If  the  last,  what  kind  of  summary  records  and  for  what 
purpose  ? 

7.  What  are  the  purposes  of  Form  83  ?  Do  Forms  81,  82,  and  83  throw 
any  light  on  the  sources  of  the  information  called  for  by  Schedules  12, 
14,  and  IS  in  Chart  4?  Would  you  suggest  modifications  of  these 
forms  to  assist  in  making  up  those  schedules  ?  Can  you  draft  a  sum- 
mary form  for  recording  the  information  called  for  by  these  schedules? 

8.  How  about  Form  84 — do  the  items  called  for  here  throw  any  light  on 
the  form  which  summary  wage  records  for  the  personnel  department 
should  take? 

9.  What  t3^e  of  wage  system  is  suggested  by  Form  84  ? 

10.  Trace  each  of  the  items  posted  on  Form  84  to  its  source,  indicating 
procedure  for  obtaining  it. 

11.  Do  the  same  with  Form  85. 

12.  The  formula  shown  in  connection  with  Form  85  is  an  effort  to  provide 
for  and  express  mathematically  all  the  factors  involved  in  rate  determi- 
nation. The  individual  worker's  wage  is  thus  determined  automatically. 
Does  this  do  away  with  the  need  for  Schedules  12-15  ?  Does  it  sug- 
gest additional  data  which  should  be  collected  ?  Does  it  suggest  the 
need  for  additional  summary  records? 

13.  What  do  you  think  of  the  expediency  of  maintaining  a  record  like 
Form  85  in  the  average  plant  ?    Why  ?    How  could  you  judge  ? 

14.  Look  through  the  factors  provided  for  in  the  formula.  What  method 
would  you  use  in  determining  the  quantitative  value  of  each:  for 
example,  B,  m,  n,  C?    Should  the  worker  be  consulted  ? 

15.  Form  86  is  to  be  used  as  the  basis  for  a  scheme  of  classifying  wages  by 
occupational  rating.  Just  how  does  it  assist  in  setting  a  rate  ?  How 
determine  that  one  job  is  "worth"  more  than  another?  How  deter- 
mine how  much  more?  What  should  be  the  initial  job  with  which 
comparisons  are  to  be  made  ?    What  the  initial  base  rate  ?    Why  ? 

108 


i6.  Who  should  use  the  rate  cards  in  this  rating  scheme?  Should  the 
worker  help  rate  his  own  job?  Determine  the  pecuniary  difference 
between  jobs?  What  would  be  the  advantages  of  an  occupational 
rating  system  ?    The  weaknesses  ? 

17.  What  are  the  uses  of  Form  87?  Any  help  in  the  wage  schedules  in 
Chart  4  ? 

18.  What  are  the  uses  of  Form  88?  Does  it  suggest  an  "occupational 
rating"  scheme? 


109 


VI.    MISCELLANEOUS  FORMS— PROFIT-SHARING, 
INSURANCE,  AND  BENEFIT 


CONTRACT 

CONTRACT  FOR  EXTRA  REMUNERATION 
WITH  EMPLOYEE  INDUSTRIAL  PARTNER 

(Not  a  Contract  of  Employment) 

DENNISON  MANUFACTURING  COMPANY  (Inc'd  1911)  and 


hereinafter  called  Employee  Industrial  Partner  (or  E.  I.  P.),  in  consideration  of  the  following  promises  and  agree- 
ments, do  hereby  contract  as  follows: 

(1)  That  this  contract  is  effective  experimentally  and  is  subject  to  termination  by  the  Company  at  the 
end  of  any  year,  but  unless  so  terminated  shall  continue  for  a  period  of  five  years  from  January  1,  1920. 

(2)  That  the  provisions  of  the  Employees'  Industrial  Partnership  Plan  printed  on  the  back  of  this  contract 
are  made  a  part  of  this  contract. 

(3)  That  at  the  time  of  signing  this  contract,  the  name  of  said  E.  I.  P.  has  been  placed  upon  the  list'  of 
Employee  Industrial  Partners. 

(4)  That  said  E.  I.  P.  will  be  entitled  so  long  as  he  remains  an  E.  I.  P.  to  receive  as  extra  remuneration 
for  his  services  during  each  calendar  year,  his  proportional  share  of  the  E.  I.  P.  Fund  for  that  year. 

This  extra  remuneration  shall  be  paid  him  in  Employee  Industrial  Partnership  certificates  or  stock,  (with 
a  cash  payment  in  adjustment  of  any  remaining  amount  due  of  less  than  ten  dollars). 

(5)  This  contract  is  made  subject  to  the  Agreement  of  Association  and  By-laws  of  the  Company  and  to 
any  changes  which  may  be  made  in  the  same.  It  may  be  modified  in  detail  by  agreement  between  the  General 
Works  Committee  and  the  Company. 

(6)  In  case  of  his  death,  said  Employee  Industrial  Partner  hereby  designates  as  beneficiaries  of  this  con- 
tract and  to  be  the  holders  of  the  Second  Preferred  stock  to  be  issued  in  place  of  his  E.  I.  P.  certificates  or  stock, 
the  persons  whose  names  and  permanent  home  addresses  are  classified  below. 

The  three  classes  shall  receive  benefits  in  numerical  order  and  no  person  in  a  succeeding  class  shall  receive 
benefits  unless  all  persons  in  the  preceding  class  or  classes  shall  have  died  before  the  E.  I.  P. 

If  there  be  more  than  one  person  in  a  class  who  shall  survive  the  E.  I.  P.  they  shall  receive  benefits  equally, 
unless  said  E.  L  P.  shall  otherwise  indicate  below: 

NAME  PERMANENT  HOME  ADDRESS 


Gasftin 


Executed  in  duplicate  this day  of 19... 

DENNISON  MANUFACTURING  COMPANY 


By. 


Employee  Induflrial  Partner 


Form  89.    A  Profit-Sharing  Contract — Obverse 


no 


Employee  Industrial  Partnership  Plan 

Only  abscncet  which  conxitute  rciignation  or  diKhargt  fthall  fa«  con- 
d  ai  intcrropting  CONTINUOUS  K^vic.. 
;und.  to  be  known  aa  the   •Eraployeci'  Indu.trial  Parlnerihip  «     '"  computing  ACCUMULATED  acrvicc  after  1920.  ihc  aervicc  o(  anr 

und."  which  shall  not  exceed  one  hall  ol  what  ii  diilribmed  ai  extra  remuneration  Kmployee  Induitrial  Partner,  prior  to  the  day  on  which  h«  became  in  Em- 

.  Principal  Employed,  kcreinalter  called  'Manajcrial  Induatr.al  Parlnera."  ployee  Induatrial  Partner.  e»en  though  more  than  two  yeara.  ahall  b<  counted 

ai  two  yeara  and  no  more,  and  the  service  o(  an  Employee  Induatrial  Partner 

whose  rights  have  been  auspciided.  between  the  dale  of  sus0eniio<l  and  the 

>r  its  subsidiaries,  on  the  first  day  on  which  his  rights  as  an  Employee  Industrial  Partner  were  restored, 

,cycn  though  more  than  one  year,  ahall  b«  counted  as  one  year  and  ito  more. 

a.    Who  has  completed  at   least   l«o  years  of  CONTINUOUS  lull  lime  '■    >n  determming  length  o(  CONTINUOUS  or  ACCUMULATED  service 

service  with  the  Company,  '"  Jeara  prior  to  1920  the  lengths  ol  service  used  for  the  purpose  of  distribut- 

b     Who  is  eighteen  years  of  age  or  over,  '"*  ''**  ^^'^  Anniversary  Fund  shall  be  employed  and'shall  not  be  subject  to 

P»rtner,  (y    FORM  OF  DISTRIBUTION  OF  EMPLOYEES'  INDUSTRIAL  PART. 

d.  Whose  name  is  placed  upon  the  list  ol  Einployee  Industrial  Partners  NERSHIP  FUND. 

before  February  1st  ol  any  year  by  the  Confmillee-on  Operation.  y^^-^  p^^^j  ^1^1,  ,,,  ,ji,„ii,„,,j  ,„  ,|„  g    ,    p  ,  ;„  E,„p|o,ee  Industrial  Partner- 

e.  Who  cojiforma  to  all  rulea  made  jointly  by  the  Genecal  Works  Com-  ship  certificates  or  stock  as  provided  below  <wilh  .1  cash  payment  in  adjustment  of 
mittee  and  the  Company  not  inconsistent  with  this  Plan,  and  in  other  respects  any  amount  remaining  due  1^  any  auch  K.  I.  P.  ol  less  than  ten  doUars)- 
conlorms  to  the  picvistona  of  this  Plan  and  contract,  Until  January  I,  I92S,  or  so  kmg  aa  the  Plan  ahall  be  regarded  by  the  Directors 

I.    And  who  has  contracted  in  writing  with  this  Company  lor  extra  remu-  "'  'h'  Company  as  experimental,  the  distribution  shall  be  made  in  E.  I.  P.  certif- 

neration  icates  of  ten  dollars  par  value  and  shall  bear  interest  at  the  same  rate  that  dividends 
shall  be.  and  continue  aa.  an  Employee  Industrial  Partner  of  the  Denniaon  U(«  0>m-  are  paid  on  Managerial  Industrial  Partnership  atock  during  the  same  year, 
pany  so  long  as  he  continues  to  fulfill  the  above  conditions  and  uottt  he  retigna  or  is  If  and  when  the  Plan  shall  become  the  permanent  policy  of  the  Company,  the 
discharged  from  (he  employ  of  the  Company  when  hia  right!  as  an  Employee  Indus-  Company  may  issue  instead  of  and  in  exchange  for  (he  Empk>yees'  Industrial  Part- 
trial  Partner  shaft  thereupon  be  suspended.  If  he  subsequently  returns  to  the  empkjy  nership  certificates,  a  new  form  of  stock  to  be  knt>WD  as  Empbyees'  Industrial  Part- 
of  the  Company  his  rights  aa  an  Empk>yee  Industrial  Partner  shall  be  restored  aa  nership  stock.  This  stock  shall  be  non-voting,  ahall  have  a  par  value  of  ten  dollars 
soon  as  be  has  completed  on  the  first  day  of  any  year  after  his  teturit  one  year  of  a  share  and  (he  Company  shall  pay  dividends  thereon  at  the  aame  rale  (hat  divi 
CONTINUOUS  full  time  service  with  tlie  Company.  denda  are  paid  on  Managerial  Industrial  Partnership  stock  during  the  same  year 

Employee  Industrial  Partners,  Bkcr  other  emptoyees,  shall  at  all  limes  be  subject  These  certificates  or  stock  shall  be  non -transferable  and  non  assignable- 

to  the  rules,  discipline,  and  discharge  of  the  Company. 

(7)    e.   I.  p.   CERTIFICATES   OR  STOCK   VOID   AFTER   RESIGNATION, 

(J)     BASIS   OF   DISTRIBUTION   OF   EMPLOYEES'   INDUSTRIAL   PART-  DISCHARGE  OR  DEATH  OF  E.  I.  P. 
NERSHIP  FUND.  Whenever  a  holder  of  E-  I-  P.  certificates  or  stock  resigns  or  is  discharged  from 

The  Employees'  Industrial  Partnership  Fund  of  any  year  shall  by  March  15th  ol  ,1,,  r„pioy  „|  ,he  Company  (whether  he  receives  a  pension  or  otherwise)  or  dies,  or 

the  following  year,  be  distributed  among  the  employees  who  were  Employee  Indus  ,h|,  plan  i^  terminated,  his  right  to  interest  on  his  certificates  or  dividends  upon  his 

trial  Partnera  on  January  1st  of  tlje  year  for  which  diatril^utton  is  made.    All  auch  jto^ij  jfajn  ^ease  from  the  last  previous  interest  or  dividcnd'payment,  and  hia  certif- 

Emptoyee  Industrial  Partners  shall  b<  classified   into  ail'  f  roups  on   th<  basis  of  ides  or  atock  shall  at  once  become  DuU  and  void  and  said  former  E.  I.  P.,  hia  legal 

length  ol  ACCUMULATED  full  Mm»  service  as  indicated  in.the  loltowing  table.   The  representative  or  any  person  having  poiseaaion  of  aaid  void  cerlificales  or  ahares 

individual  members  of  each  group  who  have  worked  the  full  year  shall  each  receive  ,hall  surrender   Ihem   up   forthwith  to  the  Company.    The  Cbmpany   ahalL  at  its 

the  same  sum,  which  shall  bear  the  ratio  to  the  sums  received  by  the  individual  option,  redeem  at  oar  in  cash  or  issue  ahares  of  Second  Preferred  stock  of  the  same 

members  of  each  of  the  other  groups,  that  are  also  indicated  in  the  foUowing  table.  par  value  7s  the  toTSI  of  such  E-  I-  P   cerlificales  or  E.  I-  P.  stoek  in  the  namea  of 

,    .  .  „.,..,  j|,.,i„,  the  beneficiariea  deshwrted  on  the   first  page  of  Ihia  contract,  together  with  pay 

Term  of  Full  time  Service  on  .'M^T^t^",,  r^Jwed  bT^he  ments  in  cash  to  hin.  or  them  for  an,  remainder  ol  said  certificate,  or  E-  I.  P.  stock 

Jan.  1  of  the  year  for  which  individual  members  ol  each  ol  not  exceeding  nine,  at  par.  and  in  adjustment  for  dividends  on  these  sharea  of  Second 

I-        .         .        .        Less  than  S  years  10  points  E-  I-  P   certificates  (tr  stoek. 

2        ...        5  years  to  10  yeara  12  pointa 

'        ■         '         ■        iS'SntoM'SII  11  ""-Su  '"    AN  E.  L  p.  BECOMING  AN  M.  I.  P. 

5  ■         "        .'        20  yeara  to  25  years  21  points  If  the  name  of  an  E-  I-  P-  shall  at  any  time  be  pla.:ed  upon  the  Ust  of  "Man- 

6  .        -        .        25  yeara  and  over  24  points  agerial  Industrial  Partnera"  he  ahall  retain  any  cerlificales  or  atock  which  he  may 

,...,.         ,  have  acquired  as  an  E.  I.  P-,  but  his  name  shall  be  removed  from  the  list  of  Em- 
No  Empfoye.  Industnal  Partner  shall  participate  m  the  dialnbution  of  an,  year  i„d„„rial  Partners,  and  he  ahall  not  be  entitled  to  share  in  the  distribution  of 

unless  he  ha.  completed  at  kast  six  months  of  full-time  «rvic.  in  that  year.    If  he  Emptayees'  Industrial  Partnership  Fund  after  his  nam.  has  been  placed  on  and  . 

has  worked  over  six  months  but  less  than  one  year,  he  ahatt  receive  a  share  propor  „  ,  '     „  i,  remains  on    the  M    I    P   list 

tionale  lo  the  number  of  full  months  worked.  '  ..... 

Any  Employee  Industrial  Partner  who  leaves  the  employ  ol  the  Company  altet  CONTRACTS  FOR  EXTRA  REMUNERATION. 

six  months  service,  but  before  the  end  of  the  year,  shall  be  given  a  statement  indi-  *■       ■      h    (  d 

ThTfunds  distributed  are  a  apecial  remuneration  for  extra  efforts,  Mving  of  waste,  assented  to  by  the  O^pany.  the  change  of  beneficiariea  which  he  wishes, 
and  whole-hearted  co-operalion    and  the  fact  tHa.  thia  special  remuneration  is  paid  COMMITTEE  ON  OPERATION. 

the  employees  shall  not  be  considered  in  determming  regular  wage  ratea. 

The  Chairman  of  the  General  Woirka  Committee  and  the  Chairman  of  the  Central 
(S)    COMPUTATION  OF  LENGTH  OF  SERVICE.  Committee,  ex  officio,  ahall  be  a  Committee  on  Operation  lot  the  Employees'  Indus- 
Length  ol  full  time  service  shall  be  compuled  as  follows:  trUI  Partnership  Plan.     It  shall  be  the  duly  of  this  committee  to  investigate  Ihe 
a.    Holidays,  vacations  not  exceeding  two  weeks  in  one  year,  temporary  '^"''■">  "I  thU  Plan  for  the  purpose  of  del.rmlnilg  whether  it  i.  bring  carried  out 

abaence.  not  exceeding  Ihe  rate  of  12  working  days'  in  one  year,  Ui-j>IIs  of  "  «""'  P"'""'".  »"'"<'  "-I""  «nnuaUy  10  the  General  Work,  r- 

I  duration,  and  absences  of  lest  than  onV  vrorUny  day 


d,  (he  Committee  on  Operation  thati  at  all  ti 
.  deducted  from  length  of  service,  bu.  all  other  absence.  Irom  work  •»«  <»-"  ">  •""'"  "«  '»»'"  '"''  "'»""•  °'  the  Company ,_^bul  not  lo  compel 


by  the  Company.  No  other  Employee  Industrial  Partner,  bowtvpr,  shall 
■ve  this  right  of  inspection  or  any  right  to  an  -accounting  by  virtue  of  his  contract 
>r  extra  remuneration,  or  otherwise. 

It  shfttl  also  be  the  duty  of  this  Committee  to  prepare  according  to  the  provisions 
iun  be  counted.  of  this  Plan  the  list  of  Dennison  Employee  Indu»(-ial  Partners  for  each  year,  desig- 

c.    Time  shall  be  computed  and  carried  over  from  year  to  year  in  full  riating  the  group  to  whkh  each  employee  belongs.    In  ease  any  employee  is  not  tatis- 

months  only  (and  for  this  purpose  a  month  shall  be  considered  as  having  25  fied  with  his  position  in  this  list  or  feels  that  he  is  unjustly  exchidcd,  h«  may  take 

working  days),  and  any  fraction  of  a  month  remaining  at  the'  'nd  of  a  year  his  case  up  directly  with  the  Committee  on  Operation,  which  ihalt  reconsider  hii 

shall  be'distegarde*^  case.   "For  the  purpobc  of  iuch  rrconsiderltion.  but  for  no  other  purposes,  the  Pre«i- 

.^ . dent  o(  the  Company,  shall,  cx-ofRdo,  be  a  member  of  the  Committee  on  Operation. 

to-rc:     For  the  year  1920  each  10  hours  of  absence  in  any  week' shall  be  reckoned        The  decision  of  this  Committee  .upon  any  iUch  reronstdered  case  ^U  be   final  and 
as  absftice  for  one  working  day.  rot  subject  to  alteration  by  th^  General  Works  Committee  or  the  Company. 


Form  89.    Reverse 


III 


Sears,  Roebuck  and  Co. 


Employes'  Savings  and  Profit  Sharing  Re^^on  Fund 
December  31,  i9i<^;> 


Appende(S;;hg]^wi^  is  a  statement  of  your  account,  showing 
the  amount  of  mon^^^Avith  which  you  have  been  credited  this  year 
and  also  the  number  of  shares  of  Sears,  Roebuck  and  Co.  common 
capital  stock  in  which  all  your  money  has  been  invested. 


Julius  Rosenwald, 
Albert  H.  Loeb, 
o.  c.  doering, 
John  H.  Mullen, 
Mrs.  a.  Rudd  Brooker, 

Trustees. 


1 

5 

M 

shares 

Balance  December  31,  191 7                                                                                     | 

1000 

Earnings  for  191 8 

s 

f 

2 

9 

41 

Savings  for  1918 

/ 

5 

0 

00 

1    "^ 

1000 

Company's  Contribution  for  191 8 

($3.26  per  $1.00  savings) 

^89 

00 

1 
1 

i 

10 

9l7t' 

Balance  December  31,  1 91 8 

-^ 

1 

1000 

shares 

The  total  amount  to  your  credit  is  invested  m  and  represented  by  the  number  of 
shares  of  Sears,  Roebuck  and  Co.  common  capital  stock  shown  above. 

The  total  savings  deposited  by  you  since  you  joined  the  Fund  amount  to  f.     '^  7  ** ,  ^^    ■ 
ind  are  included  in  the  balance  shown. 


Form  90.    Report  to  Employee  of  Profits  Distributed 


112 


Certificate  No.. 

Class  B       ^t&T'' 


Carded. 


APPLICATION  FOR  MEMBERSHIP  IN 

EMPLOYE'S  BENEFIT  ASSOCIATION 


Name  of  Company . ___^_ 

Employed  at . Occupation Date  entered  Service  . 

Check  No Dept Nationality- 


To  the  Superintendent  of  Employes'  Benefit  Association,  Company: 

I, ; ,  being  years  of  age,  and  residing  at 

Christian  name  in  full 
No.  Street  in  the  City  of ,  in  the 

County  of and  {province}  °^ '  '^^^  employed  by 

the  above  named  Company  do  hereby  apply  for  membership  (Class  B)  in  said  Employes' 
Benefit  Association,  and  agree  to  be  bound  by  the  regulations  of  said  Association,  a  copy  of 
which  has  been  by  me  received,  and  by  any  other  regulations  of  said  Benefit  Association  here- 
after adopted  and  in  force  during  my  membership. 

I  also  agree,  request  and  direct  that  said  Company,  by  its  proper  agents,  and  in  the 
manner  provided  for  in  such  rules,  shall,  during  the  continuance  of  my  employment,  apply 
as  a  voluntary  contribution  from  any  wages  earned  by  me  under  said  employment,  one  and 
one-half  (ij)  per  cent  of  my  wages,  for  the  purpose  of  securing  the  benefits  provided  in  the 
regulations  for  a  member  of  Class  B  of  said  Association. 

Unless  I  shall  hereafter  otherwise  designate  in  writing,  with  the  approval  of  the  Super- 
intendent of  the  Benefit  Association,  death  benefits  shall  be  payable  to  my  wife  (husband),  if 
I  am  married  at  the  time  of  my  death;  or  if  I  have  no  wife  (husband)  living,  then  to  my 
children,  collectively,  each  to  be  entitled  to  an  equal  share,  including  as  entitled  to  the  parent's 
share  the  children  of  any  dead  child;   or  if  there  be  no  children  or  children's  children  living, 

then  to  if  living,  and  if  not  living,  to  my  father  and  mother 

jointly,  or  the  survivor;  or  if  neither  be  living,  then  to  my  next  of  kin,  payment  in  behalf  of 
such  next  of  kin  to  be  made  to  my  legal  representative;  or,  if  there  be  no  such  next  of  kin, 
of  if  proper  claim  is  not  made  to  the  Superintendent  within  one  year  from  the  date  of  my 
death,  the  death  benefit  shall  lapse,  and  the  amount  thereof  shall  become  and  remain  a  part 
of  the  Benefit  Fund. 

I  also  agree,  for  myself  and  those  claiming  through  me,  to  be  governed  by  the  regulations 
providing  for  final  and  conclusive  settlement  of  all  claims  for  benefits,  or  controversies  of 
whatever  nature,  by  reference  to  the  Superintendent  of  the  Benefit  Association,  and  an 
appeal  from  his  decision  to  the  Board  of  Trustees. 

I  also  agree  that  any  untrue  or  fraudulent  statement  made  by  me  to  the  Medical 
Examiner,  or  any  concealment  of  facts  in  this  application,  or  any  attempt  on  my  part  to 
defraud  or  impose  upon  said  Benefit  Association,  or  my  resigning  from  or  leaving  the  service 

of  said Company,  or  my  being  relieved  or  discharged  therefrom, 

shall  forfeit  my  membership  in  the  said  Benefit  Association,  and  all  rights,  benefits  and 
equities  arising  therefrom,  except  that  such  termination  of  my  employment  shall  not  (in  the 
absence  of  any  of  the  other  foregoing  causes  of  forfeiture)  deprive  me  of  any  benefits  to  the 
payment  of  which  I  may  be  entitled  by  reason  of  disability  beginning  and  reported  before  and 
continuing  without  interruption  to  and  after  such  termination  of  my  employment,  nor  the 
right  to  continue  my  membership  in  respect  of  death  benefit  only,  as  provided  in  said  rules. 

I  certify  that  I  am  correct  and  temperate  in  my  habits;  that,  so  far  as  I  know,  I  am 
now  in  good  health,  and  have  no  injury  or  disease,  constitutional  or  otherwise,  except  as  shown 
in  the  accompanying  statement  made  by  me  to  the  Medical  Examiner,  which  statement  shall 
constitute  a  part  of  this  application. 

In  witness  whereof,  I  have  signed  my  name  hereto  at 

in  the  County  of .  {province}  ^^ 

this day  of ,  A.D.  19 ,  the  member- 
ship issued  under  this  application  to  take  effect  on  such  date  as  may  be  designated  by  said 
Superintendent,  if  I  shall  be  at  work  for  the  Company  on  that  date.  If  not  at  work  on  that 
date,  then  on  such  future  date  as  may  be  designated  by  said  Superintendent,  provided  I  pass 
a  new  medical  examination  if  the  said  Superintendent  requires  one. 


Signature  of  Applicant — Christian  name  in  full 

Witness 

The  foregoing  application  is  approved  at  the  office  of  the  Superintendent  of  the 

Employes'  Benefit  Association, Company,  at , 

this day  of ,  A.D.  19 ;  to  take  effect  the day 

of ,  A.D.  19 


Superintendent  of  Employes'  Benefit  Association 


Form  91.    Application  for  Membership  in  an  Employees'  Benefit 
Association 

(The  information  called  for  on  the  reverse  side  of  this  form  is  similar  to  that  called 
for  by  an  ordinary  insurance  policy.) 

113 


NOTICE  OF  DISABILITY 

To  be  used  hy  a  member  in  notifying  the  Relief  Department  in  case  of  sickness  on  or 
ofiF  duty,  or  of  accident  off  duty 

19__ 

r^     r>  r  ^   ^.    r  -r^  Placc  and  Date 

To  Supt.  of  Relief  Dept: 

Sec.  Check 


Member- 


Class  . 
Place. 


.livdng  at  No. 


■Dept. 


Pass 
.  Street 


No. 


is  disabled  on  account  of. 


which  occurred  at 


A.M. 
.P.M. 


Dr 

Remarks 
C9.IIS 


191 and  was  first  known  to  me 

9 First  day  wages  not  paid 19 

. at 


Head  of  Dept. 


Form  92.    Notice  of  Workman's  Disability  for  Relief  Department 


H 
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114 


VII.     STATISTICAL  REPORTS  FOR  MANAGERIAL  USE 

INTRODUCTORY  NOTE 

Some  of  the  exhibits  already  shown^  have  illustrated  report  forms 
in  common  use  for  presenting  and  tabulating  some  special  types  of 
employment  data.  For  effective  administration,  especially  in  a 
large  business,  however,  the  management  will  need  a  series  of  com- 
parative statistical  summaries  of  the  operations  of  the  personnel 
department  covering  all  possible  information  which  will  help  to 
throw  Hght  on  the  efficiency  with  which  the  business  is  being  con- 
ducted and  on  its  needs  and  possible  difficulties  in  the  future.  The 
personnel  manager  will  need  them  for  immediate  administrative 
purposes,  the  general  manager  will  need  most  of  them  to  enable  him 
to  judge  how  well  the  personnel  department  is  performing  its  duties 
and  to  assist  him  in  correlating  personnel  activities  with  the  other 
activities  of  the  business.  In  many  of  these  reports,  also,  the  pro- 
duction manager  will  have  a  vital  interest,  as  it  is  with  the  activities 
of  his  department,  typically,  that  employment  functions  are  most 
closely  allied.  Other  officials  will  need  some  of  them  where  their 
interests  are  particularly  affected.  It  need  hardly  be  added  that  the 
personnel  manager  cannot  perform  his  task  effectively  without  receiv- 
ing in  return  and  studying  carefully  reports  from  the  other  depart- 
ments of  the  business,  especially  those  that  reflect  the  trend  of  pro- 
duction, sales,  and  the  financial  condition  of  the  firm. 

The  chart  on  pages  12  and  13  suggests  a  possible  statistical  organi- 
zation for  a  personnel  department,  showing  the  relation  which  a  series 
of  reports  might  bear  to  many  of  the  forms  illustrated  in  the  preceding 
pages,  and  the  original  sources  of  information  from  which  the  data 
would  come.  The  organization  shown  is,  of  course,  more  elaborate 
than  the  majority  of  businesses  would  need  or  would  be  able  to 
support,  although  it  represents  in  general  outUne  the  scheme  which 
may  be  found  in  many  of  the  larger  American  and  English  corpora- 
tions. The  scope  of  the  statistical  work  which  will  be  indulged 
in  in  any  given  case  will  be  governed  mainly  by  the  question  of  cost. 
This  does  not,  however,  affect  the  main  point  that  decisions  on  per- 
sonnel problems  in  any  business,  however  small,  will  demand  at  one 

I  For  example,  Forms  25,  28,  36,  37,  38,  41,  44,  67,  68,  69,  70,  83,  and  87. 

115 


time  or  another  a  knowledge  of  all  the  facts  suggested  in  the  chart 
presented,  and  the  more  accurate  the  facts  and  the  more  careful  the 
analysis  of  them,  the  greater  the  chance  of  a  wise  decision. 

The  reports  scheduled  may  be  presented  separately  or  combined 
in  a  variety  of  ways,  the  governing  considerations  being  simplicity 
clearness,  and  suggestiveness.  Forms  96,  97,  and  98  following  show  a 
method  of  combining  part  or  all  the  information  called  for  by  Sched- 
ules^ 2, 4,  and  5  in  one  graphic  chart.  Graphic  methods  will  in  many 
cases  be  found  the  most  effective  in  other  schedules  as  well  as  these. 

In  case  tabulations  are  to  be  used,  two  examples  should  be 
sufficient  to  illustrate  the  form  necessary  and  to  enable  the  student 
to  work  out  for  himseK  a  series  adequate  for  a  particular  case. 

Schedules  3  and  8,  for  instance,  might  be  presented  on  forms  with 
the  following  columnar  headings: 

SCHEDULE   3:    ESTIMATED   VS.    ACTUAL   REQUIREMENTS 

1.  Department  or  Job 

2.  Estimated  Requirements 

3.  Actual  Requirements 

4.  Ratio  Estimated  to  Actual 

5.  Supphed 

6.  Shortage 

7.  Estimated  Last  Month 

8.  Actual  Last  Month 

9.  Ratio  Estimated  to  Actual  Last  Month 

10.  Ratio  Actual  This  Month  to  Actual  Last  Month 

11.  Comments 

(Might  include  comparison  with  same  month  last  year  and  summary 
for  quarter) 

SCHEDULE   8:    COMPARATIVE    SUMMARY^    OF   LOST   TIME   DUE    TO 
ILLNESS   AND   ACCIDENTS 

1.  Department 

2.  Number  Accidents  (might  be  divided  into  (a)  Serious;   (b)  Slight) 

3.  Last  Quarter 

4.  Percentage  Change 

5.  Same  Quarter  Last  Year 

6.  Percentage  Change 

7.  Amount  of  Lost  Time  (Same  Comparisons) 

8.  Cost  (Same  Comparisons) 

9.  Comments 

^  Schedule  numbers  refer  to  chart  on  pages  12  and  13. 

^  See  Forms  67  and  68  for  more  elaborate  analysis  of  accident  data.  It  may- 
or may  not  be  expedient  to  include  more  detail  in  summaries  for  major  executives. 

116 


Of  the  forms  in  this  section  not  already  mentioned,  Forms  94 
and  95  suggest  methods  of  presenting  turnover  figures,  Form  99 
is  a  follow-up  report  to  the  head  of  a  department  giving  him  the  results 
of  the  turnover  record  for  his  department,  and  the  remaining  forms 
suggest  methods  of  presenting  the  results  of  various  kinds  of  special 
studies. 


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DEPARTMENT  (OR  WHOLE  PLANT) 

I.     Average  Normal  Force  for  Month 
U.     Number  Hired  to  Replace  Loawa 

III.  Number  Hired  to  Increase  Force 

IV.  Number  Hired  for  Temporary  Work 

VI.  Total  Hiiiro 

Reaaona  for  Lea\-ing 
Death 
Marriage 
Moved  Away 
Unpreveotable  Sicknen 
Better  Poeition 
Returning  to  School 

Other  Unavoidable  Cauaea 

VII.  Total  Unavoidable 

Actndenta 

Nature  of  Work 

Diaaatinfartion  with  Wagea 

Drunkennm 

Irregular  Attendance 

Laiinea. 

Not  Adapted  to  Work 

Occupational  Sicknei. 

Other  Avoidable  Cauaea 

VIII.  Total  Avoidable  Cauaea 

IX.     Thoae  from  VIII  Diacharged 
X.     Thoae  from  VIII  Laid  Off 
XI.     Total  Lbavino 

aisYoioAVHn                                aiavoiOAV 

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4000 


Form  98.    An  Annual  Graphical  Summary  of  the  Same  Information 
(Taken  by  permission  from  same  source  as  Form  96) 


HLB No. 


Mr. 


The  following  is  the  turnover  report  for  your  dept. 
taken  from  our  monthly  report  for 


REASONS  FOR  LEAVING 


Wages 

Job 

Hours 

Physical 

Social . 

Prospective  advancement 

Accident  pr  ill-health  previous  to  employment  here 

Occupational  accident  or  ill-health  since  employment  here 

Non-occupational  accident  or  ill-health  since  employment  here 

Unknown  ill-health 

Not  physically  adapted  for  the  job 

Mistaken  placement  in  other  respect. 

Inefficiency , 

Unreliability ; ^. 

Misconduct 

Suspended 

[Departmental  fluctation ; 

Temporarily  employed,  or  leave  of  absence 

Unstable 

Job  undesirable  for  purely  personal  reason 

Preferable  position,  perhaps  without  regard  to  (wages 

Distance 

Other  personal  reason:  marriage,  removal,  relatives,  home  cares,  rest,  education,  i 

Unknown 

Transferred  out 


TOTAL 


Form  99.    Follow-up  Report  of  Turnover  to  Head  of  Department 

Concerned 


123 


Special  Fund  for  Twelve  Months,  1919 

Average  Employees,  including  General  Office— 6,960                            | 

December 

Estimated 

Average  Cost  Per  Man 

Year 

Month 

Week 

Day 

1— TOTAL  EXPEND- 

TURES  OF 

SPECIAL  FUND 

$191,689.27 

$32.22 

$2,688 

.6406 

.1131 

Special  Fund 

2-EXPENSES    NEC- 

ESSARY TO  COM- 

PLY WITH  COM- 

The chart  reproduced  on  this 

PENSATION 

page  detailing  the  expenditures  of 

LAW 

the  Special  Fund  set  aside  from  pro- 

SURGICAL— Doc- 
tors, Nurses  and 
Expenses    

duction  for  the  conduct  of  such 

47,294.29 

7.96 

.66 

.16 

.03 

activities  as  seem  necessary  or  a 

Compensation 

good  investment  is  self-explanatory. 

Paid    Employees... 

5,976.22 

1.00 

.08 

.02 

.003 

The    expense    of    the    surgical 

TOTAL  NECESSARY 

department  was  unavoidable  under 

EXPENSE    

53,270.61 

8.95 

.74 

.18 

.033 

State  law,  even  if  it  had  not  seemed 
desirable,  and  it  is  believed  that 

3— EXPENSES  WHICH 

the  remaining  items,  all  of  which 

ARE    A    DIRECT 

have  received  the  endorsement  of 

SAVING  TO  EM- 
PLOYEES 

the  majority  of  employees,  are  ful- 

Loss on  Factory 
Kitchen  and 

filling  their  purpose  of  making  more 

efficient  workmen  and  better  citi- 

Restaurant    

66,860.77 

11.24 

.94 

.22 

.04 

zens    of    the   employees,   and   so 

Paid  Employees  for 

directly  effecting  an   increase    in 

time  lost  in  Jury 
Service    

4,163.96 

.70 

.06 

.014 

.002 

productivity  of  the  factory. 

Benefit  Society 

The  management  is  very  much 
opposed  to  having  this  service  con- 

Donations     

6,231.35 

JS8 

.07 

.017 

.003 

TOTAL  SAVING 

sidered  as  "Welfare  Work,"  because 

EXPENSE 

76,246.07 

12.82 

1.07 

.251 

.045 

it  is  paid  for  directly  by  the  pro- 
duction of  the  employees  to  whom 
it  is  accorded,  and  is  i»  no  wise 

4— EXPENSES  WHICH 

RENDER  SPECIAL 

the  gift  of  a  loving  parent  to  his 

SERVICE  TO 

children.    The   total  expense  px;r 

EMPLOYEES 

man,   however,   as  shown,  under 

Medical  Service,  Doc- 

twelve cents  a  day,  is  much  less 

tors,  nurses  and 
Expense    

17.661.67 

2.97 

.25 

.06 

.01 

than  the  individual  could  procure 

Amusement  Fund- 

the    same    service  for  elsewhere. 

Choral  Society,  Band 

The    elimination    of  the  Factory 

and  Orchestra  ... 

2,800.00 

.47 

.04 

.01 

.002 

Kitchen  alone  would  probably  cost 

Baseball    

1,900.00 

.32 

.08 

.006 

.001 

the  twelve  cents  extra  outside,  as 

Dances 

White  Book  Pub- 
lications    

153.75 
23,392.45 

.03 
3.93 

.003 
.3S 

.0006 
.08 

.0001 
.013 

a  man  can  buy  food  more  cheaply 
now  in  the  factory  than  at  home. 

Education  and 

Library    ■ 

Information  Bureau 

6,363.29 

.90 

.075 

.018 

.003 

In    addition,   it   is   likely   that 
without    this    service    production 

and  Industrial 

would  be  hampered  to  such  an 

Service    

10,911.53, 

1.83 

.16 

.036 

.006 

extent  that  the  entire  amount  saved 

TOTAL  SERVICE 









could   not  be  put   into   the   pay 
envelope. 

EXPENSE  

62,172.69 

10.45 

.878 

.2096 

.0351 

12-28-1919 

NOTE— This  Mtlmate  Is  made  on  the  basl 

of  an  Increase  of 

force  uo 

to 

7.000  men.  which  will  actually  lower  the  cost  per 

man  to  these  figures. 

It  Is  also  made  oa  a  basis  of  305  worUnc  days 

a  year,  and  allowlnc 

Mc  a  man  It  will  show  the  followlni  fUfurea: 

ESTIMATED  TOTAL  EX- 

PENDITURES OF  SPE- 

CIAL FUND.  1920.... 

1210,000.00 

130.00 

$2.60 

.69 

.10 

Form  ioo.    Cost  Report  of  Service  Outlay 


124 


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CHART  OF  LOST  TIME  AND  NUMBER  OF  PERSONS 
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FOR  DIFFERENT  MONTHS 

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A  Graphical  Record  of  the  Results  on  Lost  Time  of  a  Change  of  Hours  from  56} 

to  sof  per  week. 

(Taken  by  permission  from  "Time  Lost  in  Industry,"  a  bulletin  issued  by  the  College  of  Technology, 

Manchester,  England,  prepared  by  A.  F.  Stanley  Kent,  M.A.D.Sc,  Oxon., 

Director  of  the  Department  of  Industrial  Administration.) 

125 


Silk   Weaving  (Plain) 

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Silk   Wea\/ind  (Fancu)__f 

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MoNOAr  •  TueiDAr-WiDN£iOAfTHUfiio»-rniDAr  •  Saturday  ^uNOAY 


Form  102.    A  Graphical  Record  of  Output  in  Different  Industries  as 
Affected  by  Hours  and  Fatigue 
(Taken  from  the  Second  Annual  Report  of  the  Industrial  Fatigue  Research 
Board  [British  Government  Report],  September  30,  1921.) 


126 


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^ 

Ja/       Jan.      Jl//.       Jan.      la  J       Jan.       Jul.       Jan.      Jul. 
1910      ISII       1911        1912       1912       1913       1913      I9li      191^ 

Form  103.    A  Graphical  Record  of  Hourly  Output  under  a  Twelve- 
Hour  Shift  as  Compared  with  an  Eight-Hour  Shift 
(Taken  from  same  source  as  Form  102) 


127 


QUESTIONS  ON  SECTIONS  VII  AND  I 

1.  Can  you  see  any  differences  between  Charts  i  and  2  (Section  I)  as  to 
functions?  as  to  provision  for  planning?  as  to  responsibility  and 
authority  ?    Are  these  differences  essential  or  only  superficial  ?    Why  ? 

2.  Draw  up  an  organization  chart  for  a  personnel  department  for  a  plant 
employing  one  hundred  men.  Draw  up  an  organization  chart  for  the 
plant  as  a  whole,  showing  where  you  would  put  the  personnel  depart- 
ment in  it. 

3.  Draw  up  a  scheme  of  reports  for  the  same  plant.  How  many  of  Ihk. 
schedules  shown  in  Chart  4  would  be  needed  ?  What  records  would  be 
needed  ? 

4.  Criticize  the  form  of  organization  indicated  in  Chart  3. 

5.  Draw  a  chart  showing  the  organization  of  a  personnel  department  for  a 
corporation  with  a  central  office  and  two  large  manufacturing  plants, 
the  plants  being  in  different  but  nearby  towns.  Show  relation  personnel 
manager  and  his  staff  should  bear  (a)  to  vice-president  in  charge  of 
production,  (b)  to  the  works  managers  in  the  individual  plants. 

6.  Suggest  additional  reports  which  might  be  included  among  the  schedules 
shown  in  Chart  4. 

7.  Draft  forms  for  Schedules  2,  5,  9,  12.  Include  any  modifications  you 
think  useful. 

8.  What  are  the  uses  of  Form  95  ?  Can  you  suggest  other  matters  on 
which  similar  follow-ups  might  be  used  ? 

9.  Trace  each  of  the  items  in  Form  97  to  its  source,  indicating  procedure 
by  which  it  would  be  collected.  What  do  you  think  of  the  summary- 
method  of  presenting  data  suggested  by  Forms  97-99  as  against  a 
series  of  simpler  reports  ?    How  judge  ? 

10.  Suggest  several  uses  for  an  analysis  such  as  that  given  in  Form  100. 
Other  things  it  might  include  ? 

11.  Outline  the  procedure  involved  in  preparing  a  labor  budget. 


128 


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